Thursday, February 28, 2013

March Interest Rates Hold Steady

 

 

 

 

March 2013

Highly competitive new money rates are just one reason to offer Athene Annuity FIAs and MYGAs. Need more? Let's talk!

 

All rates effective March 1, 2013

 

 

ATHENE Benefit 10sm Fixed Index Annuity with Enhanced Benefit Rider

 

Fixed Account
(Years 1-5)

AP2P Cap
(S&P 500)

MP2P Cap-Additive
(S&P 500)

ATHENE Benefit 10

1.45%

3.15%

1.80%

 

 

Premium Bonus
(10-yr vesting period)

Rollup Percentage

Rider Cost

Enhanced Lifetime Benefit Rider

6.00%

8.00%

1.40%

 

ATHENE Choice Series Fixed Index Annuities1

Immediate Premium Bonus

Fixed Account

Years

Rate

AP2P Cap (S&P 500)

1-Year MP2P Cap (S&P 500)

1-Year QP2P Cap (DJIA)

1-Year MAVG Cap (DJIA)

Enhanced Choice 8

2.00%

8

1.60%

5.10%

2.55%

2.30%

5.00%

Choice 10

N/A

1

2.20%

5.10%

3.05%

2.55%

5.00%

Enhanced Choice 12

5.00%

8

1.35%

4.60%

2.30%

2.05%

5.00%

 

ATHENE Income Riders

 

Income
Bonus

Rollup
Percentage

Rollup
Period

Rider
Cost

Guaranteed Lifetime Withdrawal Benefit Rider

1.00%

6.50%

10 Yrs

1.25%

Enhanced Guaranteed Lifetime Withdrawal Benefit Rider

1.00%

6.50%

10 Yrs

1.50%

 

ATHENE Traditional Multi-Year Guarantee Annuities (CA and DE only)

 

Guarantee
Period
(Yrs)

Yr 1
Rate

Yrs 2-7
Rate

Effective
Annual Rate

7 MYG

7

3.60%

2.60%

2.74%

 

ATHENE MaxRatesm Multi-Year Guarantee Annuities

 

Guarantee
Period
(Yrs)

Rate

Most States

FL

 

MaxRate 5

5

2.75%

2.65%

 

  Enhanced Liquidity

5

2.55%

2.45%

 

MaxRate 7

7

3.20%

3.10%

 

  Enhanced Liquidity

7

2.95%

2.85%

 

 

For more information on our annuities and income riders, please contact our

Sales Desk at 855-4-ATHENE

 

* Non-guaranteed new money interest rates, cap rates and spread fees are subject to change at any time, normally monthly. Products/features may not be available in all states. These annuities contain limitations. See annuity contracts for complete details. (1)Choice Series: annual point-to-point (AP2P) cap will never be less than 2%. 1-year monthly point-to-point (MP2P) cap will never be less than 0.5%. 1-year quarterly point-to-point (QP2P) cap will never be less than 1%. 1-year monthly average cap will never be less than 5%. For new issues, a minimum guarantee of 1.00% currently applies to the Fixed Account until the end of the surrender charge period. The contracts' cash surrender value will never be less than 87.5% of the premium payment, less any premium taxes (if applicable) and withdrawals plus interest earned at 1%.

Dow Jones Industrial Average
is a service mark of Dow Jones & Company, Inc. Standard & Poor's 500® is a trademark of The McGraw-Hill Companies. Both have been licensed for use for certain purposes by Athene Annuity & Life Assurance Company. Annuities are not sponsored, endorsed, sold or promoted by Dow Jones or Standard & Poor's and Dow Jones and Standard & Poor's make no representation regarding the advisability of purchasing these annuities.

 

AN0006 (R03-13)

Athene Annuity

 

 

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