Summit Discovery 7 vs Athene Agility 10
Side-by-side comparison with live CANNEX rate data
Midland National Life Insurance Company
Summit Discovery 7
Protected income + market growth opportunity
Cap Rate
7.5%
Participation
185%
Fixed Rate
3.5%
Free W/D
5%
Strategies (10)
Surrender (7 yrs)
Waivers
Best For
Retirees or pre-retirees aged 40-85 concerned about market volatility, longevity risk, and creating a guaranteed lifetime income stream, particularly those with family history of long life expectancy or who want principal protection combined with growth potential.
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%
Strategies (15)
Surrender (10 yrs)
Waivers
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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