Athene’s Amplify 2.0 RILA contract is one of the most competitive in the industry. Below is a brief overview of the four top things that are drawing financial professionals to this contract.
- Rates:
- Top of the market in rates – No CAP and top current PAR rate is 136%
- With the volatility in the market today, if you could amplify your client’s recovery by 136%, would you?
- Index Options:
- Athene Exclusive Index Options
- Performance Blend
- DIVERSIFICATION MATTERS (please see links below – see page three of the Plan for Performance piece and slide 16 of the attached approved PPT)
- Takes the guesswork out of investing by automatically diversifying the allocation across three complementary indices: S&P 500®, Russell 2000® and MSCI EAFE
- 50% – 30% – 20% — At the end of the 6-year term, any credits received will be based on a weighted average in favor of the index with the best return
- The applicable Cap, Participation, and Buffer Rates are then applied to this weighted average return to determine your Segment Credit
- Equity Index Options – S&P, Russell 2000, MSCI EAFE, Nasdaq 100, Shiller Mid-Month Sector
- Client can choose between several complementary options representing a broad range of markets, as well as Athene’s exclusive strategies designed to simplify decisions and optimize performance
- In addition to common equity offerings, Athene Amplify 2.0 offers Shiller Barclays CAPE US Mid-Month Sector TR Net Index
- Robert J. Shiller – Shiller Barclays CAPE® US Mid-Month Sector TR Net Index
- Professor of Economics Yale University
- Brings strong intellectual property designed to deliver outperformance relative to S&P 500® as a result of differentiated value investing approach and total return structure
- Index performance includes dividends, capturing a return characteristic not offered in our other index options
- Milestone Lock:
- Milestone Lock is a unique crediting method that captures gains of the S&P 500® Index as certain Milestone Thresholds are met
- The threshold percentage is set at the beginning of the 6-year Segment Term Period and guaranteed not to change throughout the term
- The Amplify 2.0 Series comprises two dynamic annuity solutions:
- Fee – The best rates available for greater growth potential
- No fee – A no-fee solution to help manage portfolio costs
- Each offer a unique set of features designed to fit your clients’ needs.
For more information on this contract, please give me a call or call the Athene annuity sales desk at (888) 266-8489.
