NWL Ultra Value vs Athene Agility 10
Side-by-side comparison with live CANNEX rate data
National Western Life Insurance Company
NWL Ultra Value
Tax-Deferred Growth with Indexed Returns & Guaranteed Protection
Participation
67%
Fixed Rate
3.15%
Free W/D
10%
Strategies (3)
Surrender (9 yrs)
Best For
Individuals age 0-80 seeking long-term tax-deferred growth with downside protection who have at least 13 years before needing full access to their funds and want flexibility to access portions of their money during the accumulation phase.
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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