Nassau Income Accelerator vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Nassau Life and Annuity Company

Nassau Income Accelerator

Flexible Lifetime Income + Market Upside Protection

Cap Rate

3.5%

Participation

17%

Fixed Rate

1.25%

Free W/D

10%

A.M. BestB++

Strategies (7)

Nasdaq-100 Index17% part
Nasdaq-100 Index25% part
Smart Passage SG Index85% part
Smart Passage SG Index26% part
S&P 500 Index38% part

Surrender (10 yrs)

Y1 12%Y2 12%Y3 12%Y4 11%Y5 10%Y6 9%Y7 8%Y8 7%Y9 6%Y10 4%

Waivers

Nursing home waiverRMD waiverTerminal illness waiver
States48
Min Premium$15,000
Issue Age080

Best For

Retirees and near-retirees seeking guaranteed lifetime income with flexibility to start payments on their timeline, who want principal protection and the potential for market-linked growth.

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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