Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Market indices may not include dividends paid on the underlying stocks, and therefore may not reflect the total return of the underlying stocks; neither an index nor any market-indexed annuity is comparable to a direct investment in the equity markets. Athene Performance Elite GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12) Athene Performance Elite Plus BONUS (04/17) and Enhanced Liquidity Rider ICC15 PEPR (11/14) or state variations issued by Athene Annuity and Life Company, West Des Moines, IA. Product features, limitations and availability vary; see the Certificates of Disclosure for details. Products not available in all states. This material is a general description intended for informational and educational purposes. Athene Annuity and Life Company (61689), headquartered in West Des Moines, Iowa, and issuing annuities in 49 states (excluding NY) and in D.C., is not undertaking to provide investment advice for any individual or in any individual situation, and therefore nothing in this should be read as investment advice. Please reach out to your financial professional if you have any questions about Athene products or their features. The term “financial professional” is not intended to imply engagement in an advisory business with compensation unrelated to sales. Financial professionals will be paid a commission on the sale of an Athene annuity. This brochure contains highlights only — for a full explanation of these annuities, please refer to the Certificate of Disclosure which provides more detailed product information, including all charges or limitations as well as definitions of capitalized terms. For use in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.
1 Financial strength ratings for Athene Annuity & Life Assurance Company, Athene Annuity and Life Company, Athene Annuity & Life Assurance Company of New York and Athene Life Re Ltd. S&P, Fitch, A.M. Best’s and Moody’s credit ratings reflect their assessment of the relative ability of an insurer to meet its ongoing insurance policy and contract obligations. S&P rating as of December 2022 (A+, 5th highest out of 21), Fitch rating as of September 2023 (A+, 5th highest of 19), A.M. Best rating as of May 2023 (A, 3rd highest of 16) and Moody’s rating as of July 2023 (A1, 5th highest of 21). Athene Holding Ltd.’s credit rating is A-/A-/bbb+ for S&P, Fitch and A.M. Best, respectively. 2 Athene Holding Ltd. GAAP total assets, AHL shareholders’ equity and total liabilities as of December 31, 2022. Pledged assets and funds in trust (restricted assets) total $25.4 billion and net reserve liabilities of $184.3 billion as of December 31, 2022. Athene Annuity and Life Company (AAIA), on a statutory basis, based on the financial statement as of December 31, 2022: Total Admitted Assets: $145.6 billion; Total Liabilities: $143.5 billion; Reserves Required: Direct - $99.5 billion; Assumed - $0.36 billion; Ceded - $18.0 billion; Net - $82.0 billion; Capital & Surplus: Common capital stock - $0.01 billion; Paid-in and contributed surplus - $3.09 billion; Unassigned surplus - $(1.03) billion; Total Capital & Surplus: $2.1 billion. Athene Annuity & Life Assurance Company of New York (AANY), on a statutory basis, based on the financial statement as of December 31, 2022: Total Admitted Assets: $4.6 billion; Total Liabilities: $4.3 billion; Reserves Required: Direct - $2.9 billion; Ceded - $2.4 billion; Net - $428 million; Total Capital & Surplus: $284 million; Securities Pledged as Collateral (Cash) $1.99 million. The individual subsidiary insurance company is responsible for meeting its ongoing insurance policy and contract obligations. Apollo Global Management, Inc. is not responsible for meeting the ongoing insurance policy and contract obligations of its subsidiary insurance companies. Neither Athene Annuity and Life Company nor its representatives offer legal or tax advice. Please consult your personal attorney and/or advisor regarding any legal or tax matters.
Retirement is not just the end of a job. It’s the beginning of a life you’ve worked, dreamed and planned for. Whatever excites you about your next move, annuities from Athene can help you take on the challenges you can’t wait to face. An industry leader rated A+ by S&P and Fitch, we’re driven by what drives you: the confidence to retire your way.
Athene Annuity and Life Company 7700 Mills Civic Parkway West Des Moines, IA 50266-3862 Athene.com
68000
(11/07/23)
Made with FlippingBook - Share PDF online