BCA Elevate 10FL and BCA Elevate 12. An annuity is especially useful, because even if your 401(k) or other workplace retirement plan runs dry, you still have income coming in for the life of the annuity. In today's low interest rate environment, fixed indexed annuities may be more appealing than other fixed investment options in the . Deferred annuities include sales of [] NATIONWIDE: NEW HEIGHTS 10 ANNUITIES Introduced in Februrary, this new fixed indexed annuity is distributed by Annexus through Independent Marketing Organizations and offers uncapped earning potential, a rarity in the fixed indexed annuity world. The Athene Performance Elite 7 is a fixed index annuity with a 7-year contract term. "If you turn back the clock to December, the [10-year] Treasury was around 3%," he noted. BCA suite of FIAs. Per the purchase agreement, AIG received a purchase price of $1.8 billion and also received additional consideration, thereby, receiving sale proceeds of $2.2 billion. PAUL, Minn.- (Business Wire)-Securian Financial Group, one of the nation's largest financial services providers, and Annexus, a leader in indexed product design and distribution, have formed an alliance and launched Balanced Growth Advantage a new indexed universal life (IUL) insurance policy with uncapped interest crediting potential. Headquartered in West Des Moines, Iowa, Athene USA serves customers in all 50 states, and through its predecessor companies, has been serving American consumers for more than 100 years. 12 12 12 11 10 9 8 7 6 4 0 Free Withdrawals 1 10% beginning in year 1 RMDs are available in any year and are free of Withdrawal Charges, Premium Bonus Vesting Adjustments . Annexus and Nationwide are excited to announce the launch of their enhanced suite of New Heights fixed indexed annuities with three new products. The new products offer multiple options for contract length, as well as multiple new index options, while maintaining the features we've grown to love from their legacy product. Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. If every client puts in an 8% automatic Index Lock, then we would expect the cost of all of those Locks to run in the range of 30bps. Annexus has been a market leader in the design and distribution of indexed annuity products. That's a pretty massive swing in real cash results over 30 or 40 years. These options determine your interest using a formula combining an index allocation and a declared rate allocation. This plan is in the top 35% of plans for Company Generosity and Total Plan Cost. . (01/19)]; the Balanced Allocation Lifetime Income Rider [ANNIRS (01/19), ANNIRSRS (01/19), ANNIRF (01/19), ANNIRFRS (01/19)] or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Also learn about our 10% Bonus, RMD Sales Solution, our Balanced Allocation Lifetime Income Rider and how the strategy is the only indexed annuity modeled on the Efficient Frontier from Ibbotson Morningstar. 2 A Balanced Approach Daily tracking of the Balanced Allocation Value. "For the second half of this year, people are saying that the 10-year will be at 3% to 3.25%, so if the yields look better, we can bring the spread back down [for new products going forward]." But for annuity companies, this is especially relevant due to the longevity of the relationships with its annuitants. The underlying indices only recognize the changes in stock prices and do not . the 6.74% bca net 2-year annualized return reflects an average annual strategy charge of 0.90% by selecting the wisdomtree siegel strategic value index with 40 % of your premium allocated to the no annual strategy charge strategy and 60 % allocated to the 1.50% annual strategy charge strategy, assuming no withdrawals are made and no optional SCOTTSDALE, AZ (PRWEB) December 03, 2015. The WisdomTree Siegel Strategic Value Index was established on 12/3/18. 1 Benefit from Gains To-Date on Free Withdrawals Lock In Positive Performance At the end of every two-year term, Interest Earnings, if any, are locked in and cannot be lost due to negative index performance. The second strongest of 16. received 12/22/2008. "It was natural to take the uncapped index crediting designs . The BalancedChoice Annuity is a fixed indexed annuity that allows you to choose how the interest credited to your annuity is determined. It offers returns based on the changes in an index, such as the S&P 500 Composite Price Index. You should also know that all guarantees and protections of a variable annuity are subject to the claims-paying . 57972 (02/18) Page 3 1 The interest rate assumed for these hypothetical examples is based upon the historical performance of the Balanced Choice Annuity 12 Elevate assuming no optional riders, such as the Balanced Allocation Lifetime Income Rider or Family Endowment Rider under three different historical scenarios. Analogic 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. Post the transaction closure, Carlyle is . If she waits until 67, she'll get about 40% more, or $2,800 a month. Allianz Benefit Control: Balanced PIV Interest Bonus Option: RILA. So far in 2007, over $1 billion has flowed into the BPA and BPABonus family of products. This plan has a BrightScope Rating of 81. *CIBC Balanced Asset 10/Biennial/Point To Point *CIBC Balanced Asset 10/Biennial/Point To Point Athene Performance Elite 10 Plus 0.00% 0.00% 8/3/22 0.00% 0.00% *For agent use and allocation reccomendation purposes only. [1] Guarantees and protections are subject to the claims-paying ability of Nationwide Life and Annuity Insurance Company. and presented the available indexes and applicable strategy options (also known as the Balanced Allocation Strategy12) for the product. The invitation-only event, sponsored by independent retirement solution design leader Annexus, provided advisors with fresh . . . The Balanced Allocation Value provides a daily valuation of the potential growth through each term. However, the only index options in the Classic allocations are - you guessed it - proprietary indices. Regardless of index performance, indexed annuity contract values will not be impacted by negative index returns. . Some of the product highlights include: Guaranteed return of purchase payments. INTEREST OPTIONS Balanced Indexed (uncapped) Indexed (capped) Fixed Any combination DEATH BENEFIT . BCA 10 2.0 BALIR - Flex Growth Option . For Brokerage General Agents: 1-888-767-7373. First, let's examine the basics. Uncapped growth potential. If you like bonds, bank CDs, and other safe investments, they might be right for you. his hard-earned money. Please join Senior Market Sales and Bill Harrigan from Annexus to learn about the only annuity with the Shiller Barclays CAPE Index. Annexus has forged relationships with many of the industry's leading insurance carriers and the world's largest investment banks. Gains are linked to a positive change in a market index. The Balanced Allocation Annuity 12 [BAA12 (09/09) or state variation] and the Balanced Allocation Lifetime Income Rider (BAAIR2 (11/11) or state variation), an optional rider for which a charge. And we are relentless when it comes to creating an innovative portfolio of fixed annuities to meet your accumulation and retirement income needs. This annuity uses a "balanced allocation strategy" wherein some of the performance is attributed to the movement of the equity index, while another component of the performance is based on a. Lock in Positive Performance At the end of every two-year term, Interest Earnings, if any, are locked in and cannot be lost due to negative index performance. Enhanced death benefit rider . The Index Resource Center LLC and all affiliated companies will not be responsible for inaccuracies in this report. You can shield the money you've worked so hard for without settling for historically low interest rates. Individual Life Premium Increases 6 Percent in 2015. Exclusive Advisor Training Focused on New Retirement Solutions (Tampa, Florida) - Christopher Drew, President of Drew Financial Private Capital, attended Annexus NYC, a conference for elite financial professionals, to learn the newest advanced planning strategies. This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (excluding . All reviews written by annuity experts, offering honest advice. Balanced Choice 12 Annuity by Athene Balanced Choice Series by Athene offer fixed index annuities with patented Balanced Allocation Strategy that is focused on growth and flexibility. Athene Annuity and Life Company's Product ("Product") is not sponsored, endorsed, sold or promoted by Merrill Lynch, Pierce, Fenner & Smith Incorporated or its affiliates ("BofA Merrill Lynch"). or state variation, The Balanced Allocation Lifetime Income Rider [ANNIR (04/15)] or state . Athene and Annexus have teamed up to add two new index options that are . Visit the index site S&P 500 Daily Risk Control 2 8% TM Index (Total Return) Ticker Symbol: SPX8UN2 Strives to deliver stable, risk-adjusted returns in all environments. A Fixed indexed annuity is a special class of annuities that grows based on an underlying equity-based index. Senior Market Sales is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. 1 These ratings and rankings reflect rating agency assessment of the financial strength and claims-paying ability of Nationwide Life Insurance Company and Nationwide Life and Annuity . Nationwide is excited to launch our new next-generation fixed indexed annuity, Nationwide New Heights . A variable annuity is a contract you buy from an insurance company. Type Of Mark: Service Mark: Published For Opposition Date: N/A: Last Applicant/Owner: PAUL, Minn.-- ( BUSINESS WIRE )--Securian Financial Group, one of the nation's largest financial services providers, and Annexus, a leader in indexed product design and distribution, have formed an. 1. The new solution will provide a steady and lifetime source of income for retirees . Data shown from 3/1/2001 to 12/31/2020. In order to tune Life Pro+ Advantage IUL for maximum illustrated performance under AG 49-A, Allianz added a new suite of indices so-called Classic allocations that have a 0.9% guaranteed interest bonus in all years. It's available for ages 0-76 (0-64 in FL). A fixed indexed annuity offers growth potential based on the performance of an index or indices. The BCA 12 2.0 is a fixed indexed annuity. We will resume regular business hours on Tuesday, September 6th, 2022. The Balanced Allocation Value provides a daily valuation of the potential growth through each term. Athene Annuity & Life (Annexus) Fixed Indexed Annuity. Lock in Positive Performance At the end of every two-year term, Interest Earnings, if any, are locked in and cannot be lost due to negative index performance. Our offices will be closed on Monday, September 5th, 2022. *For agent use and allocation reccomendation purposes only. One of the things I noticed right out of the gate is the 5 different stock market indexes available. Annexus (Athene) BCA 10 2.0 *BNP Paribas MAD 5/Biennial/Point To Point Fidelity . This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Hypothetical Assumptions: Index Value of the WisdomTree Siegel Strategic Value Index from 12/27/02 to 12/31/21. The ability to track annuity values daily A Family Endowment Rider guaranteeing a 5% annual death benefit increase (1)In 2006, the original BalancePlus Annuity (BPA) became the largest product launch in the history of the indexed annuity industry. Analogic 401k Plan currently has over 1,300 active participants and over $200.0M in plan assets. Annexus Enterprises, LLC . Our solution to the efficient frontier dilemma while in retirement is by adding another asset class known as the. Performance shown before this date is back-tested by applying the index strategy, which was designed with the benefit of hindsight, to . Lifetime income rider available at additional cost. Insurance products may not be available in all states. These strategies feature varying combinations of indexed allocation, declared rate allocation, declared rate and strategy spread that may be used to calculate the earnings in the contract. 12 % % % % In New York, policies are issued by Athene Insurance Company of New York, in Nyack, NY. Which portal would you like to open? The Boston Architectural College 403(b) Retirement Plan is a defined contribution plan. The Index Resource Center LLC and all affiliated companies will not be responsible for inaccuracies in this report. Fixed Index Annuity Independent Review of the Athene Ascent 10 Bonus Fixed Index Annuity Independent Review of the Athene Balanced Choice Annuity (BCA) . Second quarter deferred annuity sales were up nearly 22% when compared to the previous quarter and up nearly 13% when compared to the same period last year. The Boston Architectural College 403(b) Retirement Plan currently has over 300 active participants and over $8.6M in plan assets. Athene BCA 2.0 and Velocity - Powered by Annexus Take Control of Your Future Athene BCA Suite of Fixed Indexed Annuities You can overcome the challenges of traditional retirement savings solutions. If Sasha claims Social Security at age 62, she'd receive approximately $2,000 a month. 57972 (01/27/17) Page 3 1 The interest rate assumed for these hypothetical examples is based upon the historical performance of the Balanced Choice Annuity 12 Elevate assuming no optional riders, such as the Balanced Allocation Lifetime Income Rider or Family Endowment Rider under three different historical scenarios. With interest rates rising and the markets especially volatile these days, now is an especially opportune time to buy an annuity -- and the annuity market's first quarter growth . The relationship brings. 2. When using Internet Explorer (IE) as your browser, please use non-compatibility view settings from your IE Tools menu. Investors in Nationwide's New Heights fixed indexed annuities have a new index option: a globally diversified, multi-asset managed-volatility index from JP Morgan called MOZAIC. As of May 2020, Athene holds about $203 billion in assets and has received top marks from the firms tasked with reliably rating annuity companies: A.M. Best, S&P and Fitch. Fixed Index Annuity. S&P 500 and Global Blend Best = Based upon the historical performance of . Find a professional Call 1-877-245-0761 for sales or 1-800-848-6331 for service Fixed indexed annuities provide a source of guaranteed income that balances growth potential and protection. Deferred Annuity Sales Total 2Q2022 deferred annuity sales were $72,804 million, compared with sales of $64,492 million for the second quarter of 2021. It will fluctuate in value based on the performance of the underlying investment options. The Athene Balanced Choice Annuity Elevate - which is actually offered by Annexus - has what they call a Balanced Allocation Strategy (BAS) that uses a formula combining an index allocation and (if you so choose) a declared rate allocation. They are for investors who like safety and security. 1 Rebalanced daily. Athene Annuity's BCA 12 2.0 also helps you: Track Daily Values The Balanced Allocation Value provides a daily valuation of the potential growth through each term. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. It's designed to help accumulate assets to provide income for retirement. The BalancedChoice Annuity 12, issued by Athene Annuity and Life Company, is powered by 4 BalancedAllocation Strategy options. His advisor shared three different strategy options, also known as Balanced Allocation Strategies13, for Nationwide New Heights that feature varying crediting factors, including a strategy term, equity indexed and fixed interest allocations, as well as a declared rate and strategy spread. What is even better than the 5 available indexes is the fact that four of them have "Un-Capped Index Annuity Crediting Methods. [2] This may not be available in all states and long-term care may be referred to as confinement. 4/12/2011: Goods and Services: Issuance and administration of annuities: Mark Description: The mark consists of the words "balanced allocation annuity"; the words "balanced" and "allocation" are run-together and both words are in different fonts . Most popular in the series is Balanced Choice Annuity 12, which has a 12 year surrender period and maximum benefits. This allocation produces a decent mix of expected return and risk. affirmed 04/19/2022. Represents a portfolio of the S&P 500 plus a liquid bond index. That means the actual long-term expected performance, all else being equal, isn't 6.2% - it's 5.9%. The Index Resource Center LLC and all affiliated companies will not be responsible for inaccuracies in this report. In fact, the U.S. Government Accountability Office said that almost 50% of households headed by someone aged 55 and . In 1977, Roger published the first edition of Stocks, Bonds, Bills, and Inflation, a collection of historical returns dating as far back as 1926 - in a sense, he was ahead of his time as no one had compiled this historical market data all in one place before, in a way that was easy to . If she waits until age 70, her monthly benefits at $3,500 per month will be about 75% great than if she claimed at age 62. Moreover, last month, the company collaborated with Annexus to launch an index annuity solution X5 Advantage. In all states except New York, policies are issued by Athene Life and Annuity Company. Retirement Income Journal is a weekly, digital-only business-to-business news publication and website for life insurers, asset managers, financial advisors, academics, attorneys, regulators and technology firms worldwide whose products and services help Baby Boomers convert their savings to lifetime income. Annexus (Athene) BCA 10 2.0 0.00% 0.00% 0.00% *BlackRock ESG US 5% ER/Biennial/Point To Point *CIBC Balanced Asset 10/Biennial/Point To Point Athene Performance Elite . This plan has a BrightScope Rating of 65. . As shown, these options include: Foundation Series - Plus (S&P 500), Select Series - Shiller Barclays CAPE US Sector Risk Controlled 10% USD Total Return Index, and Select Series - Global Blend. S&P 500 and Global Blend Best = Based upon the historical performance of . Balanced Growth Advantage Indexed Universal Life (BGA) from Minnesota Life is one of the industry's newest innovations in accumulation IUL products. Athene Annuity and Life Company 7700 Mills Civic Parkway West Des Moines, IA 50266-3862 Athene.com We are Athene. Athene USA is an Iowa-domiciled corporation that serves as the U.S. holding company for Athene's annuity operations in the United States.
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