Athene Performance Elite includes 3 new crediting strategies
Three new indexed crediting strategies give Athene’s Performance Elite even stronger accumulation potential!¹
- 2-year uncapped strategy with spread and participation rate based on the Lenwood Volatility Control Index™ (LVCI)²
- 2-year point-to-point strategy (capped) based on the S&P 500®
- 2-year monthly additive strategy (capped) based on the S&P 500®
Take a new look at Athene Performance Elite
A wider range of indexed strategies… PLUS a fixed strategy with a competitive guaranteed interest rate³… PLUS great liquidity features4… add up to more flexibility for your clients as they plan for retirement.
- 5 indexed strategies
- Premium bonus up to 12 percent
- 10 percent free withdrawals in the FIRST contract year
- Competitive compensation, including a trail option
Be among the Elite.
CreativeOne has joined a select group of IMOs with access to Athene Performance Elite. Our goal is to give you the products and support you need to become the “elite” producer in your local market. Built to perform for your clients, these FIAs are sure to earn a prominent place on your product shelf.
You must complete product specific training before offering Athene Performance Elite.
Visit our Performance Elite website for more information, including interest rates, customer brochures and state availability.
For more information on these new strategies, contact your CreativeOne team at 800.992.2642.
FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
¹ Any interest earned is subject to certain limitations such as an Annual Spread, a Cap Rate, and Participation Rate. These limitations are declared by the Company at the beginning of each Index Term Period. While the interest earned may be zero, it will never be less than zero.
² Index Methodologies, LLC (“IM ) owns all rights to the Lenwood Volatility Control Index™ (LVCI), including the index methodology that enables the Lenwood Volatility Control Index™. IM developed and maintains, and is solely responsible for, the methodology used by the Lenwood Volatility Control Index™. IM does not sponsor, endorse, promote or sell any annuity contract that provides or attempts to provide a return based on returns of the Lenwood Volatility Control Index™ . Any decision to purchase such an annuity contract should not be made in reliance on any statements set forth herein, but rather should only be made after carefully considering the risks detailed in the materials prepared by or on behalf of the issuer of such contract or product. “Lenwood Volatility Control Index™” and “Index Methodologies™” are trademarks of Index Methodologies, LLC.
³ The rate is guaranteed for one year and the company will declare a new rate each year, subject to contractual minimums.
4 Subject to Withdrawal Charge Schedule for the first 10 or 14 years, depending on the product. Please see applicable product spec sheet for details.
5 Subject to Premium Bonus Recapture Schedule for the first 10 or 14 contract years. Please see applicable product spec sheet for details.
Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC. S&P Marks are trademarks of S&P and have been licensed for use by S&P Dow Jones Indices LLC and its affiliates and sublicensed for certain purposes by Athene Annuity & Life Assurance Company. The S&P 500 is a product of S&P Dow Jones Indices LLC and has been licensed for use by Athene Annuity. ATHENE Performance Elite/ATHENE Performance Elite Plus are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, or their respective affiliates, and neither S&P Dow Jones Indices LLC, Dow Jones, S&P, their respective affiliates make any representation regarding the advisability of investing in such product(s).
Products issued by Athene Annuity & Life Assurance Company, Wilmington, DE. Not available in all states. Variations, limitations and exclusions may apply. Withdrawals prior to age 59 ½ may be subject to a 10% IRS penalty.
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