ForeIncome II Advisory vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Global Atlantic - Forethought Life Insurance Company

ForeIncome II Advisory

Guaranteed Income for Life with Market Protection

Cap Rate

13.25%

Participation

110%

Fixed Rate

3.9%

Free W/D

10%

A.M. BestA
FitchA
Moody'sA2
Standard & Poor'sA

Strategies (9)

Franklin US Index110% part
J.P. Morgan Cross-Asset Strategy Index150% part
J.P. Morgan Cross-Asset Strategy Index110% part
Nasdaq-100 Agile 15% Index13.25% cap
PIMCO Balanced Index220% part

Surrender (7 yrs)

Y1 2%Y2 2%Y3 2%Y4 2%Y5 2%Y6 2%Y7 2%

Waivers

Nursing home waiverTerminal illness waiver
States50
Min Premium$25,000
Issue Age4585

Best For

Retirees age 50+ who seek guaranteed lifetime income, want protection from market downturns, have sufficient liquid assets for emergencies, and want to ensure they won't outlive their money during a 30+ year retirement.

Athene Annuity and Life Company

Athene Agility 10

Growth + Protection: Multi-Year Indexed Annuity

Cap Rate

10.75%

Participation

125%

Fixed Rate

2.9%

Free W/D

10%

A.M. BestA+
FitchA+
Moody'sA1
Standard & Poor'sA+

Strategies (15)

AI Powered Global Opportunities Index125% part
AI Powered Global Opportunities Index92% part
AI Powered US Equity Index135% part
AI Powered US Equity Index100% part
BNP Paribas Multi Asset Diversified 5 Index180% part

Surrender (10 yrs)

Y1 9%Y2 9%Y3 8%Y4 7%Y5 6%Y6 5%Y7 4%Y8 3%Y9 2%Y10 1%

Waivers

Nursing home waiverTerminal illness waiver
States50
Min Premium$5,000
Issue Age4080

Best For

People within 5 years of retirement who want to grow their nest egg while protecting principal from market losses, and who can commit funds for multi-year periods.

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