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Annuity of the Month: Athene Max Rate 5

Athene Max Rate 5

Athene Max Rate 5 is a flexible premium, a multi-year guaranteed annuity with a five-year interest rate guarantee and a five-year surrender charge period

Minimum Premium: $10,000
Surrender Charge Period: 5 Years
Max Issue Age: 90
Annual Contract Fee: N/A
Free Withdrawal Amount: Interest Only

5 Year Rate: 5.20%

Premium Banding: 4.80% ($10k+), 5.20% ($100k+)

Waivers: Market Value Adjustment, Terminal Illness Waiver, Confinement Waiver

Do you have clients looking for a higher return than their local bank CD? Time to get their money off the sidelines. Give us a call today! 973-435-3784

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