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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Allianz Core Income 7 is a limited flexible premium deferred index annuity with a market value adjustment (not available in all states). The minimum single premium is $10,000 for qualified and non-qualified money. Additional premium payments can be made for $25 or more during the first contract year only. 10% of the paid premium may be withdrawn in any year no premiums are paid. Surrender charges are 7 years in duration and are waived in the event of annuitization, death, or entrance into an eligible nursing home (if the Flexible Withdrawal Rider is purchased). The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to a nursing home, hospital, or assisted living care facility for at least 30 out of 35 consecutive days. An additional nursing home / hospital benefit is also an option at no additional cost. The Core Income Benefit rider is a benefit rider which offers automatic lifetime withdrawal percentage increases (beginning at age 45) and continuing each year until lifetime withdrawals begin. There is a choice of two income payment options: predictable payments and income for life. 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% additional federal tax. 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. C54370/R95374.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #2150
Contribution #2323
WAIVERS
Waivers
Select all
Waiver #6921
Waiver #6922
Waiver #6923
Waiver #6924
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2035
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Premium Bonus
Features & Benefits
FEATURES
Features
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Enhanced Free Withdrawals
Return of Premium Benefit
Enhanced Annuitization Options
COMBINE BENEFITS
Combine Benefits
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Liquidity Rider
GUARANTEES
Guarantees
Select all
Guarantee #3137
Guarantee #3238
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1980
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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For AK, DE, OH, UT, SC
For CT, MN, NJ, OR, PA, WA
For NV, OK, TX
PRODUCT PLANS
Product Plans
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401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
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No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
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Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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GROUP
Athene USA
COMPANY
Athene Annuity and Life Company
TYPE
Indexed Annuity
INCEPTION
Jun 05, 2015
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Allianz Core Income 7 is a limited flexible premium deferred index annuity with a market value adjustment (not available in all states). The minimum single premium is $10,000 for qualified and non-qualified money. Additional premium payments can be made for $25 or more during the first contract year only. 10% of the paid premium may be withdrawn in any year no premiums are paid. Surrender charges are 7 years in duration and are waived in the event of annuitization, death, or entrance into an eligible nursing home (if the Flexible Withdrawal Rider is purchased). The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to a nursing home, hospital, or assisted living care facility for at least 30 out of 35 consecutive days. An additional nursing home / hospital benefit is also an option at no additional cost. The Core Income Benefit rider is a benefit rider which offers automatic lifetime withdrawal percentage increases (beginning at age 45) and continuing each year until lifetime withdrawals begin. There is a choice of two income payment options: predictable payments and income for life. 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% additional federal tax. 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. C54370/R95374.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #2150
Contribution #2323
WAIVERS
Waivers
Select all
Waiver #6921
Waiver #6922
Waiver #6923
Waiver #6924
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2035
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Premium Bonus
Features & Benefits
FEATURES
Features
Select all
Enhanced Free Withdrawals
Return of Premium Benefit
Enhanced Annuitization Options
COMBINE BENEFITS
Combine Benefits
Select all
Liquidity Rider
GUARANTEES
Guarantees
Select all
Guarantee #3137
Guarantee #3238
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1980
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
For AK, DE, OH, UT, SC
For CT, MN, NJ, OR, PA, WA
For NV, OK, TX
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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Not available in states
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