Trailhead FIA Plus with Enhanced Premium Bonus vs Athene Agility 10

Side-by-side comparison with live CANNEX rate data

Axonic Insurance Services

Trailhead FIA Plus with Enhanced Premium Bonus

Principal protection + market-linked growth + Interest Boost

Cap Rate

9.5%

Participation

80%

Fixed Rate

3.15%

Free W/D

10%

A.M. BestA-

Strategies (11)

DB Foresight X-Asset 10 Index80% part
DB Foresight X-Asset 10 Index50% part
Nasdaq-100 Bitcoin Trends 15% Index55% part
Nasdaq-100 Bitcoin Trends 15% Index40% part
NASDAQ-100 Volatility Control 7% Index90% part

Surrender (10 yrs)

Y1 9.3%Y2 8.4%Y3 7.5%Y4 6.6%Y5 5.7%Y6 4.7%Y7 3.8%Y8 2.8%Y9 1.9%Y10 0.9%

Waivers

Nursing home waiverTerminal illness waiver
States43
Min Premium$20,000
Issue Age089

Best For

Individuals seeking retirement savings with downside protection, those who want exposure to market growth without risk of loss, and people nearing or in retirement who need guaranteed income options.

Athene Annuity and Life Company

Athene Agility 10

Growth with principal protection for confident retirement

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 age 55+ approaching or in retirement who want growth potential but cannot tolerate losing principal to market declines, and who can commit funds for 1-5 years.

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