How strong and stable is Athene as compared to MassMutual, NY Life, Allianz? Will Athene be there 30 years from now. I am considering a Athene Agility 10.
Athene holds an 'A' rating with AM Best. They are a leader in fixed Index Annuities and have led the industry the last couple of years in terms of total volume of production for fixed Index Annuities. I would feel comfortable that they will be there for the long haul.
Hi Jeremiah, did you say Athene has $150 billion in assets, when JPMorgan has $2 billion in assets? Did you mean to say JP Morgan has $3Trillion in assets?
As long as it is classified as a direct transfer from FIA to IRA, it would not be a taxable event so I don't see why it would be an issue. It would be best to check with the insurance company just to be safe. I must declare that I am not a CPA or tax advisor so my opinion is not to be taken as advice. - Jeremiah
Does the bonus paid, become the annuitants money available for withdrawal, or is it just added to the balance before interest is calculated (benefit base)? Thank for the review
Hi Robert. The Athene Agility pays a bonus directly to the Income Benefit Base that is used to calculate the lifetime income. If you'd like to compare this annuity to others that may meet your objectives to ultimately make an informed decision. Please feel free to schedule a Virtual Annuity Discovery meeting by visiting our website at AnnuityAssociation.com Thanks for watching. - Jeremiah
Hi Sandy. Thanks for your feedback. Are you asking if there's a way to continue making monthly contributions after you've opened the annuity? If you'd like, you can give me a call so we can clarify your questions. 855-866-3659 - Jeremiah
I am considering the Athene Agility 7. One question I have is once you select tue index to follow, is that for the life of tue contract, or do you consider making a change at the end of the one or two year cycles throughout the contact life?
Hi Steve, you can choose your index strategies or reallocate them every crediting period anniversary which is at the end of the 1yr or 2yr strategy. Hope this helps! - Jeremiah
How strong and stable is Athene as compared to MassMutual, NY Life, Allianz? Will Athene be there 30 years from now. I am considering a Athene Agility 10.
Athene holds an 'A' rating with AM Best. They are a leader in fixed Index Annuities and have led the industry the last couple of years in terms of total volume of production for fixed Index Annuities. I would feel comfortable that they will be there for the long haul.
What age can you buy an agility annuity?
Hi Fred, thanks for your question. The qualified ages for the Athene Agility are 40-80yo.
- Jeremiah
Hi Jeremiah, did you say Athene has $150 billion in assets, when JPMorgan has $2 billion in assets? Did you mean to say JP Morgan has $3Trillion in assets?
Yes, totally meant to say trillion with a T. - Jeremiah
Thank u for explaining
My pleasure!
-Jeremiah
Hey man I had a quick question. Is someone able to rollover their free withdrawal amount from their FIA into an IRA without getting taxed?
As long as it is classified as a direct transfer from FIA to IRA, it would not be a taxable event so I don't see why it would be an issue. It would be best to check with the insurance company just to be safe. I must declare that I am not a CPA or tax advisor so my opinion is not to be taken as advice.
- Jeremiah
Does the bonus paid, become the annuitants money available for withdrawal, or is it just added to the balance before interest is calculated (benefit base)? Thank for the review
Hi Robert. The Athene Agility pays a bonus directly to the Income Benefit Base that is used to calculate the lifetime income. If you'd like to compare this annuity to others that may meet your objectives to ultimately make an informed decision. Please feel free to schedule a Virtual Annuity Discovery meeting by visiting our website at AnnuityAssociation.com
Thanks for watching.
- Jeremiah
Can I start with 10000 ?
What’s the minimum age to start Anthen agirity
Hi Grace. Yes, you can start the Athene Agility with $10,000. The min. is $10,000 in this product. Thanks for watching.
- Jeremiah
I appreciate the review. I still have a question. Once you open an annuity, say I open with 100k, is there a monthly payment?
Hi Sandy. Thanks for your feedback. Are you asking if there's a way to continue making monthly contributions after you've opened the annuity? If you'd like, you can give me a call so we can clarify your questions. 855-866-3659
- Jeremiah
@@AnnuityAssociation Aloha Jeremiah. Thank you for your response and for the phone call.
@@sandyb1201 my pleasure, Sandy! Thanks again for watching.
@@sandyb1201 My pleasure!
- Jeremiah
I am considering the Athene Agility 7. One question I have is once you select tue index to follow, is that for the life of tue contract, or do you consider making a change at the end of the one or two year cycles throughout the contact life?
Hi Steve, you can choose your index strategies or reallocate them every crediting period anniversary which is at the end of the 1yr or 2yr strategy. Hope this helps! - Jeremiah
Thank you so much for your detailed explanation about the product
It's my pleasure! Thanks for watching. - Jeremiah