Athene Annuity and Life Company Profile
Athene Annuity Ratings & Review
Athene Annuity & Life Insurance Company is a leading provider of products in the retirement savings market. Athene has an A rating from AM Best and was founded in 1896. Athene surpassed Allianz Life as the #1 Provider of Individual Fixed Index Annuities in 2020 based on total U.S. Individual Fixed Index Annuity Sales. They also own Athene Annuity & Life Assurance Company of New York which issues their annuity products in the state of New York.
In addition to issuing their own annuity contracts, Athene is also one of the nation’s top re-insurer’s of other insurer’s existing blocks of annuity business.
As of June 2020, they had just over $65 Billion in assets; our Athene Financial Profile report has contains its credit ratings and information regarding the company’s financial holdings.
Athene Annuity Contact Information:
7700 Mills Civic Parkway
West Des Moines Iowa, 50266
Athene Annuity and Life’s Phone Number is 888-ANNUITY (888-266-8489)
8:00 a.m. – 5:00 p.m. CT, Monday – Friday
Fax Number: 866-709-3922
Athene Annuity Login for your MyAthene Account.
Athene Advisor Login at Athene Connect
Athene Annuity Ratings
Athene is rated A by A.M. Best and has a Comdex score of 78. The table below lists Athene Annuity Ratings including Standard & Poor’s, Fitch, Weiss, AM Best ratings as well as their Comdex score.
For more in-depth Athene Rating and Financial Information scroll to the bottom of this page to the bookshelf and open the Athene Financial Profile flipbook.
|Athene Financial Ratings||Rating|
|7700 Mills Civic Parkway, West Des Moines, IA 50266|
|A.M. Best Rating (15 possible ratings)||A (3)|
|Fitch Ratings (21 possible)||A (6)|
|Comdex (percentile of all rating companies)||78|
|Standard & Poor's (Financial Strength, 20 Ratings)||A (6)|
Learn more about what these financial ratings mean
Athene Annuity Product Offerings
Athene Fixed Index Annuities
Athene Fixed Annuities
- MaxRate Fixed Annuity 3,5 and 7 years available
Athene Annuity's Available Market Index's
Discover everything you need to know about the indices that power Athene fixed indexed annuities. For index availability, please refer to the applicable Product Guide, Certificate of Disclosure, or Prospectus.
Ticker Symbol: BNPIMAD5
A dynamic and diversified index from a global banking powerhouse.
Eight underlying components including equity futures, bond futures, and commodity indices provide exposure to a range of asset classes across three geographic regions. A volatility feature targets a volatility level of 5%. Rebalanced daily.1
Ticker Symbol: BOFANFCC
Capitalize on growth potential in one of the world’s preeminent technology indices.
Patent-pending FC technology is designed to adapt to constantly changing economic conditions more quickly and efficiently than traditional volatility control mechanisms. The Nasdaq FC Index applies this capability to the stocks in the Nasdaq-100.
It aims to increase returns by rebalancing throughout the day to manage exposure to the Nasdaq-100. The Nasdaq FC Index strives to realize growth potential by targeting 12.5% annualized volatility.1,2 Returns are subject to a 4% monthly cap.
Ticker Symbol: AIPEX
Choose a smart large-cap equity strategy built by IBM Watson.®
Each month, AiPEX selects approximately 250 equity stocks from the 1,000 largest U.S. companies using a scoring system that evaluates financial health and management strength as well as market sentiment, economic and geopolitical risks. It then weights each company, assigning the largest weight to those with the highest scores.
AiPEX reacts daily to changing market conditions, reducing the impact of short-term volatility by adjusting exposure to the underlying stocks. The index manages to a 6% daily volatility target.1
Ticker Symbol: MXEA
The Index is widely used as a benchmark and as the basis for index-linked financial products.
The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia, and the Far East, excluding the U.S. and Canada. The Index is available for several regions, market segments/sizes, and covers approximately 85% of the free float-adjusted market capitalization in each of the 21 countries.
Ticker Symbol: RUT
The Russell 2000 is an important bellwether of the American economy because it measures the performance of smaller, domestically focused businesses.
The Russell 2000 index is a commonly used benchmark for mutual funds that identify themselves as “small-cap,” much like the S&P 500 index is used to benchmark large-capitalization stocks.
Mutual fund investors favor the Russell 2000 index because it reflects the investment opportunity presented by the entire market rather than opportunities offered by narrower indices, which may contain bias or more stock-specific risk that can distort a fund manager’s performance.
Ticker Symbol: SPX
The benchmark index of large-cap U.S. equities from a top global resource of indexed-based concepts.
Widely regarded as the best single gauge of large-cap U.S. equities, the S&P 500® captures approximately 80% of available market capitalization.
Ticker Symbol: SPX8UN2
Strives to deliver stable, risk-adjusted returns in all environments.
Represents a portfolio of the S&P 500® plus a liquid bond index. This volatility control index targets a volatility level of 8%.1 Rebalanced daily.
Ticker Symbol: SPXT5UT
Strives to deliver stable, risk-adjusted returns in all environments.
Represents a portfolio of the S&P 500® plus a liquid bond index. This volatility control index targets a volatility level of 5%.1 Rebalanced daily.
Ticker Symbol: SGMDJMCI
Unlocking growth potential using the wisdom of the crowd.
The index strategy features a performance engine designed by Janus Henderson® Investors based on analyst price targets and past dividends to select the stocks with the best growth potential among the largest US-listed companies.
A volatility feature targets a volatility level of 20%. A Performance Control Mechanism limits growth monthly in return for potential higher participation rates.1,2 The implementation of the strategy is completely rules-based and there is no human component eliminating the possibility of veering off from its indexing strategy.
Athene Annuity Reviews
If you are considering purchasing an Athene annuity you may find one of the below Athene reviews to be helpful. The Athene Agility comes with a built-in income rider at no cost and is a good choice for someone wanting lifetime income. Meanwhile, the Performance Elite 7 is a good choice for safe accumulation.
Athene Annuity Guides
Athene Annuity and Life Company Investment Holding's
The pie chart below lists Athene’s invested asset distribution. As you can see they hold 67.8% of their assets in bonds and 19.2% in mortgages. The percent allocated to mortgages is much higher than most insurance companies. The bar chart shows their 5-year investment yields going back to 2015.
Invested Asset Distribution
5 Year Investment Yields
Athene Annuity and Life Company Non-Performing Assets & Bond Quality
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