Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Athene Ascent Accumulator 5 is a single premium deferred annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money ($5,000 in AK, HI, MN, NJ, MO, NH, OH, OR, PA, TX, UT and WA). 10% of the accumulated value is available in the first contract year without a withdrawal charge or market value adjustment. Beginning in the first contract year, the free withdrawal amount is equal to 10% of the accumulated value. Surrender charges are five years in duration and are waived in the event of death, confinement, or diagnosis of a terminal illness. There is a bailout feature available. Legacy Rider, an optional death benefit rider, is available for an additional cost.  Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.

Contribution / Waiver / Withdrawal

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3215

MarketSmart

CUSIP Basic Info

Contribution / Waiver / Withdrawal