Summit Focus 3 vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Midland National Life Insurance Company

Summit Focus 3

3-Year FIA: Simple Growth + Full Market Protection

Cap Rate

30%

Participation

200%

Fixed Rate

3.7%

Free W/D

5%

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

Strategies (3)

BlackRock ESG U.S. 5% Index ER200% part
S&P 500 Index30% cap
Fixed Account3.7%

Surrender (3 yrs)

Y1 8%Y2 8%Y3 7%

Waivers

Nursing home waiverRMD waiver
States49
Min Premium$25,000
Issue Age080

Best For

Investors age 0-80 seeking a short-term, straightforward annuity with market protection who want guaranteed crediting rates and don't want complexity or long-term commitment.

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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