Portfolio

Athene Launches Fixed Indexed Annuity Designed To Maximize Long-Term Retirement Savings

Athene AccuMaxSM features multi-year interest crediting strategies powered by innovative indices

WEST DES MOINES, Iowa — Athene USA (“Athene”), a leading provider of retirement savings products, announced the launch of Athene AccuMaxSM, a fixed indexed annuity that provides enhanced protected accumulation potential for “patient money” set aside for retirement or other long-term savings goals. Athene AccuMax is issued by Athene Annuity and Life Company (“AAIA”), a subsidiary of Athene.

Like all fixed indexed annuities, AccuMax combines the opportunity for growth based in part on the performance of a stock market index with protection from loss due to market downturns. What sets it apart is the availability of multi-year indexed interest crediting strategies, innovative indices, and the predictability of crediting rates on all strategies that are guaranteed for the annuity’s Withdrawal Charge period.

Design & Features

“Athene AccuMax is designed for long-term savers seeking index-driven growth potential as an alternative to traditional fixed income alternatives,” said Grant Kvalheim, CEO andPresident of Athene USA. “It blends the spirit of opportunity with the security of guarantees in unique and powerful ways.”

A wide range of features make AccuMax a compelling accumulation option for financial professionals and their clients.

  • All fixed and indexed strategy crediting rates are guaranteed for the duration of the Withdrawal Charge period.
  • Multi-year and annual crediting terms provide growth potential and liquidity.
  • Features new AI Powered Multi-Asset Index (AiMAX1) and Shiller Barclays CAPE® Allocator 6 Index (BXIISC6E1).
  • Innovative Annual Interval Sum crediting strategy tied to the S&P 500® combines the benefit of higher rates through a multi-year strategy with the ability to measure index performance in annual steps.

 

 

 

About Athene USA
Athene USA is a subsidiary of Athene Holding Ltd, a leading financial services company, which specializes in helping its customers achieve financial security and serving as a solutions provider to institutions. Athene USA is headquartered in West Des Moines, Iowa and is the principal operating location for Athene’s business in the United States. Athene USA serves hundreds of thousands of customers across all 50 states, and through its predecessor companies, has been serving American consumers for more than 100 years. Further information about Athene can be found at athene.com.
1 Because this index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited. Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company.

 

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