Rates Rise for Athene AccuMax Effective 04/30/21
Great news! Rates are rising on Athene AccuMax. The rate grid with current and new rates can be found below. You can also visit Athene Connect for additional product information.
These changes will be effective with a contract date on or after April 30, 2021. The contract effective date is the date the contract has been deemed in good order and all funds received. While we cannot reissue contracts, any pending business will receive the new rates if the contract date is on or after the rate change effective date.
Revised materials will be available on Athene Connect beginning April 30, 2021. Be sure to use up-to-date materials when offering Athene annuities. You may experience slight processing delays on any print orders in the days before or after a rate change effective date.
Athene AccuMaxSM 7 Crediting Rates
Download our Product Guide for rates and state approvals.
- Most states: Form 73008
- Idaho and Oregon: Form 73019
Athene AccuMax 7 | |||
---|---|---|---|
Strategy Crediting Rates | Premium Band | Current | New |
7-Year PTP* – S&P 500® (Par Rate) | High Band: $100,000+ | 50% | 55% |
Low Band: Up to $100,000 | 45% | 50% | |
7-Year No Cap PTP* – AI Powered Multi‑Asset (Par Rate) | High Band: $100,000+ | 120% | 150% |
Low Band: Up to $100,000 | 105% | 135% | |
7-Year No Cap PTP* – Shiller Barclays CAPE Allocator 6 (Par Rate) | High Band: $100,000+ | 105% | 140% |
Low Band: Up to $100,000 | 95% | 130% | |
7-Year No Cap Annual Interval Sum* – S&P 500® (Par Rate) | High Band: $100,000+ | 50% | No Change |
Low Band: Up to $100,000 | 45% | No Change | |
Floor Rate | – | -10% | No Change |
1-Year No Cap PTP* – AI Powered Multi‑Assset (Par Rate) | High Band: $100,000+ | 50% | 60% |
Low Band: Up to $100,000 | 45% | 55% | |
1-Year No Cap PTP* – Shiller Barclays CAPE Allocator 6 (Par Rate) | High Band: $100,000+ | 40% | 55% |
Low Band: Up to $100,000 | 35% | 50% | |
Fixed | High Band: $100,000+ | 1.25% | 1.40% |
Low Band: Up to $100,000 | 1.10% | 1.25% | |
* Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited. |