Trailhead FIA Plus with Enhanced Premium Bonus vs Athene Agility 10
Side-by-side comparison with live CANNEX rate data
Axonic Insurance Services
Trailhead FIA Plus with Enhanced Premium Bonus
Cap Rate
9.5%
Participation
80%
Fixed Rate
3.15%
Free W/D
10%
A.M. BestA-
Strategies (11)
DB Foresight X-Asset 10 Index80% part
DB Foresight X-Asset 10 Index50% part
Nasdaq-100 Bitcoin Trends 15% Index55% part
Nasdaq-100 Bitcoin Trends 15% Index40% part
NASDAQ-100 Volatility Control 7% Index90% part
Surrender (10 yrs)
Y1 9.3%Y2 8.4%Y3 7.5%Y4 6.6%Y5 5.7%Y6 4.7%Y7 3.8%Y8 2.8%Y9 1.9%Y10 0.9%
Waivers
Nursing home waiverTerminal illness waiver
States43
Min Premium$20,000
Issue Age0–89
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 Age40–80
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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