Income 150+ SE Advisory vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Global Atlantic - Forethought Life Insurance Company

Income 150+ SE Advisory

Guaranteed Lifetime Income + Market Protection

Cap Rate

11%

Participation

110%

Fixed Rate

3.65%

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 Index100% part
Nasdaq-100 Agile 15% Index11% cap
PIMCO Balanced Index210% 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$10,000
Issue Age55–85

Best For

Individuals in or nearing retirement (especially age 55+) who want to convert a portion of their savings into guaranteed lifetime income, prefer downside market protection over market exposure, and have sufficient other liquid assets for emergencies.

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 Age40–80

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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