Fixed Indexed Annuity

Athene Ascent Pro 7

Athene Annuity and Life Company

6.75%

Best Cap

10%

Free W/D

50

States

A fixed indexed annuity with a built-in income rider designed to grow your retirement savings while protecting against market downturns and provide guaranteed lifetime income.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$5,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
AI Powered Global Opportunities Index2-Year--155%--
AI Powered Global Opportunities IndexAnnual--115%--
AI Powered US Equity Index2-Year--180%--
AI Powered US Equity IndexAnnual--135%--
BNP Paribas Multi Asset Diversified 5 Index2-Year--230%--
BNP Paribas Multi Asset Diversified 5 IndexAnnual--170%--
Nasdaq FC Index2-Year--150%--
Nasdaq FC IndexAnnual--100%--
S&P 500 FC TCA 0.50% Decrement Index (USD) ER2-Year--105%--
S&P 500 FC TCA 0.50% Decrement Index (USD) ERAnnual--75%--
S&P 500 IndexAnnual6.75%100%--
UBS Innovative Balanced Index2-Year--155%--
UBS Innovative Balanced IndexAnnual--115%--
Fixed AccountDaily----3.7%

Key Features

Built-in Income Rider

No additional election required

Automatically included rider that creates guaranteed lifetime income stream

Income Base Growth

Up to 20 years of growth potential

Your income calculation base grows through guaranteed interest plus potential market credits

Lifetime Income Percentages

3.15% to 6.65% for single life

Guaranteed withdrawal percentages based on your age when income starts

Enhanced Income Benefit

Available in most states

Doubles your income for up to 60 months if confined to qualified care facility

Free Withdrawals

10% of accumulated value annually

Withdraw without penalty each year

Minimum Premium

$10,000 ($5,000 in select states)

Low entry point for getting started

Highlights

1

Built-in income rider creates guaranteed lifetime income that can increase the longer you wait to start payments

2

Growth potential through market index performance with protection from market losses

3

Enhanced Income Benefit can double your income for up to 60 months if you need qualified care

4

RMD-friendly withdrawals don't reduce future income payments

5

Minimum premium as low as $10,000 with tax-deferred growth

Surrender Schedule

Yr 1

8%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

4%

Yr 7

3%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Pre-retirees and retirees looking for guaranteed lifetime income with growth potential and protection from market downturns.

Consider Alternatives If

People who need immediate liquidity or want direct market exposure should consider other options.

Carrier Ratings

A.M. BestA+
FitchA+
Moody'sA1
Standard & Poor'sA+

Free Comparison Report

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Related Resources