ClearFlex vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Clear Spring Life and Annuity Company

ClearFlex

Cap Rate

10.25%

Participation

135%

Fixed Rate

4.6%

Free W/D

10%

A.M. BestA-

Strategies (5)

BNP Paribas Technology Balanced 7 Index135% part
S&P 500 Index10.25% cap
S&P 500 Sector Rotator Daily RC2 5% Index ER155% part
S&P MARC 5% Excess Return180% part
Fixed Account4.6%

Surrender (10 yrs)

Y1 10%Y2 9%Y3 8%Y4 7%Y5 6%Y6 5%Y7 4%Y8 3%Y9 2%Y10 1%

Waivers

Nursing home waiverTerminal illness waiver
States49
Min Premium$5,000
Issue Age080

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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