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Notes & Text
NOTES
Enhanced Free Withdrawals provide “rollover” free withdrawals in that if no withdrawals are taken in the previous contract year, up to 20% of the Accumulated Value (as of the most recent contract anniversary) may be withdrawn.
WHEN ADDED
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GROUP
Athene USA
COMPANY
Athene Annuity and Life Company
TYPE
Indexed Annuity
INCEPTION
Jun 05, 2015
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Identity
FEATURE NAME
*
INTRODUCTION DATE
*
CLOSED DATE
RIDER SELECT RULE
*
Select
Default
Mandatory
Optional
PARTICIPANT BASED ON
*
Select
Owner
Annuitant
Owner and Annuitant
Owner (or Annuitant if owner is a natural entity)
Owner (or Annuitant if owner is a non-natural person)
Notes & Text
NOTES
Enhanced Free Withdrawals provide “rollover” free withdrawals in that if no withdrawals are taken in the previous contract year, up to 20% of the Accumulated Value (as of the most recent contract anniversary) may be withdrawn.
WHEN ADDED
CANCELLATION / TERMINATION
FEATURE TERMINATION
SUBSEQUENT PREMIUM
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)
→
←
Not available in states
Availability & Restrictions
PARTIAL WITHDRAWALS
EFFECT CHANGE OWNERSHIP
Flags
Terminate Feature
Feature Cases
+ Add Feature Case
1
Feature Case 1
Identity
CASE NAME
*
Charges
CURRENT CHARGE (%)
MAXIMUM CHARGE (%)
CHARGE BASIS
Select Charge Basis
Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
Others
Purchase Payments
Variable Account Value
DEDUCTED WHEN
*
Select
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
Eligibility Age
MIN AGE OF OWNER (YRS)
MAX AGE OF OWNER (YRS)
MIN AGE OF ANNUITANT (YRS)
MAX AGE OF ANNUITANT (YRS)
Value / Basis
Contract Value
Purchase Payments
Variable Account Value
Fixed Account Value
Indexed Account Value
Surrender Value
Payout Value
Term / Rollup
HAV TERM
Select
Age
Contract year
Days
Months
Years
ROLLUP TERM
Select
Age
Contract year
Days
Months
Years
STEP UP PERIOD (%)
MAXIMUM BENEFIT BASE
ROLLUP PERIOD
ROLLUP PERIOD (%)
Cancel