Annuity Straight Talk

Athene Performance Elite 10 Plus


Listen Later

In this episode, Bryan delves into the remarkable Athene Performance Elite 10 Plus product, offering an insightful review that will equip you with all the necessary details to make an informed decision. 

By exploring every aspect, Bryan sheds light on whether investing in Athene's ten-year annuity product is truly a worthwhile purchase. Or if you need to look out for a different option that suits you and your retirement needs.

 

What You’ll Learn From This Episode:

[4:22] Why does Athene have the best product for many situations?

[7:37] State-regulated caps on bonuses

[7:55] The benefits of paying the enhancement fee

[11:14] A closer look at Athene's different index options

[13:17] A comparison of annuities (index, fixed rate, and accounts)

[14:00] There is no distinction between growth potential or enhanced performance fees

[15:50] Why is there no advantage in purchasing the ten plus?

[18:00] The growth potential with and without fees (fixed account, S&P 500 Cap, Athene)

[21:01] You purchase a ten-year annuity if it offers more, not less.

 

Key Quotes:

"Growth is important. So you're protecting all the downside if you want to grow." 

 

Resources:

Annuity Newsletter

 

Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com 

...more
View all episodesView all episodes
Download on the App Store

Annuity Straight TalkBy Bryan Anderson

  • 3.6
  • 3.6
  • 3.6
  • 3.6
  • 3.6

3.6

13 ratings


More shows like Annuity Straight Talk

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

453 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,313 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

521 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

669 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

810 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

192 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

54 Listeners

I Love Annuities by Jeremiah Konger

I Love Annuities

2 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

39 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

170 Listeners

The Atlas Annuity Podcast by Marty Becker

The Atlas Annuity Podcast

4 Listeners