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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene MaxRate 3, 5 & 7 is a modified, flexible premium deferred annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions will be allocated to the 1-Year Fixed Strategy. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. Surrender charges vary by guarantee period and state and are waived in the event of death, confinement or diagnosis of a terminal illness. State variations may apply. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #254
WAIVERS
Waivers
Select all
Waiver #681
WITHDRAWALS
Withdrawals
Select all
Withdrawal #246
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #242
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #447
Bonus #448
Bonus #449
Bonus #450
Bonus #451
Bonus #452
Bonus #453
Bonus #454
Bonus #455
Bonus #456
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #253
Investments
SETTLEMENTS
Settlements
Select all
Settlement #228
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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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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No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
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Initial Sale #251
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #311
Plans & Other
AGE
Age
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Age #238
PRODUCT PLANS
Product Plans
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401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Others
SEP IRA
Spousal IRA
CHARGES
Charges
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Charge #242
State Availability
Exception
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GROUP
USAA
COMPANY
USAA Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jan 01, 1998
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene MaxRate 3, 5 & 7 is a modified, flexible premium deferred annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions will be allocated to the 1-Year Fixed Strategy. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. Surrender charges vary by guarantee period and state and are waived in the event of death, confinement or diagnosis of a terminal illness. State variations may apply. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #254
WAIVERS
Waivers
Select all
Waiver #681
WITHDRAWALS
Withdrawals
Select all
Withdrawal #246
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #242
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #447
Bonus #448
Bonus #449
Bonus #450
Bonus #451
Bonus #452
Bonus #453
Bonus #454
Bonus #455
Bonus #456
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #253
Investments
SETTLEMENTS
Settlements
Select all
Settlement #228
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
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #251
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #311
Plans & Other
AGE
Age
Select all
Age #238
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #242
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
Cancel