MarketSeven Index vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

EquiTrust Life Insurance Company

MarketSeven Index

Index-linked growth with downside protection

Cap Rate

11%

Participation

180%

Fixed Rate

5%

Free W/D

10%

A.M. BestB++
FitchA-
Standard & Poor'sA-

Strategies (7)

Barclays Focus50 Index180% part
S&P 500 Dynamic Intraday TCA Index (USD) ER110% part
S&P 500 Dynamic Intraday TCA Index (USD) ER80% part
S&P 500 Index11% cap
S&P 500 Index2.75% cap

Surrender (7 yrs)

Y1 9%Y2 8%Y3 7%Y4 6.5%Y5 5.5%Y6 4.5%Y7 3.5%

Waivers

Nursing home waiverTerminal illness waiver
States50
Min Premium$10,000
Issue Age085

Best For

Individuals within 5-10 years of retirement or already retired who seek growth potential tied to market indices while wanting protection against market downturns and the ability to access their money with flexibility.

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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