Bonus Flexible Annuity vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

United of Omaha Insurance Company (a Mutual of Omaha company)

Bonus Flexible Annuity

Tax-Deferred Annuity with Bonus Rate & Flexible Access

Free W/D

10%

A.M. BestA+
Moody'sA1
Standard & Poor'sAA-

Surrender (8 yrs)

Y1 8%Y2 8%Y3 7%Y4 6%Y5 5%Y6 4%Y7 3%Y8 2%
States50
Min Premium$5,000
Issue Age089

Best For

This product is best for investors age 85 or under who want tax-deferred retirement savings with guaranteed principal protection, flexible access to funds, and multiple income options in retirement.

Athene Annuity and Life Company

Athene Agility 10

Growth with principal protection for confident retirement

Cap Rate

10.75%

Participation

125%

Fixed Rate

2.9%

Free W/D

10%

A.M. BestA+
FitchA+
Moody'sA1
Standard & Poor'sA+

Strategies (15)

AI Powered Global Opportunities Index125% part
AI Powered Global Opportunities Index92% part
AI Powered US Equity Index135% part
AI Powered US Equity Index100% part
BNP Paribas Multi Asset Diversified 5 Index180% part

Surrender (10 yrs)

Y1 9%Y2 9%Y3 8%Y4 7%Y5 6%Y6 5%Y7 4%Y8 3%Y9 2%Y10 1%

Waivers

Nursing home waiverTerminal illness waiver
States50
Min Premium$5,000
Issue Age4080

Best For

People age 55+ approaching or in retirement who want growth potential but cannot tolerate losing principal to market declines, and who can commit funds for 1-5 years.

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