North American Charter Plus 14 vs Athene Agility 10
Side-by-side comparison with live CANNEX rate data
North American Company for Life and Health Insurance
North American Charter Plus 14
Index-linked growth with downside protection
Cap Rate
6.5%
Participation
65%
Fixed Rate
2.8%
Free W/D
10%
Strategies (16)
Surrender (14 yrs)
Waivers
Best For
Pre-retirees and retirees seeking a balance between growth potential and principal protection who are comfortable with a 10-year commitment and want guaranteed income 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%
Strategies (15)
Surrender (10 yrs)
Waivers
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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