This year was a tough year for Vol Control Indexes with all the increased volatility.  Your advisors may be calling you and questioning Volatility Control Indexes. However,  Athene’s 2-year returns continue to be outstanding! ? 

Better yet, look at the renewal rates! ?  100% 

Moral of the story is to stay the course with Strategy Preset!  A diversified allocation will perform for your client over time!

The updates to ANICO Strategy Indexed Annuity 7 (Strategy Index 7) are live now. One of the key changes is the introduction of a Premium Enhancement Recapture Schedule. To see further details that outline the nature of these changes, and how they may impact your annuity sales strategy, please refer to the Recent Updates article.

A penny saved is a penny earned. BUT…what if there was a way to make a penny earned worth a lot more than a single cent?

With the 1 Year S&P 500 Performance Triggered account in a Lincoln fixed indexed annuity (OptiBlend), clients won’t ever lose a penny. Better yet, if the S&P 500 Index were flat or even up a penny, they would get the full performance trigger rate! 

No changes to new money rates! Click here for December rate sheet.

All ANICO Strategy Indexed Annuity 7 (Strategy Index 7) policies with a Nov 24, 2025 application date or later will be subject to the new premium enhancement recapture schedule. To remain exempt from these provisions, pending applications must be issued by Dec 15, 2025. Any policy issued on or after Dec 16, 2025 will be subject to the new premium enhancement recapture schedule. Learn more...

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When working with clients who inherit non-qualified annuities, they usually face three options:

1. Lump Sum – fully taxable in year of receipt.
2. 5-Year Rule – short deferral, but all taxes due within five years.
3. Lifetime Stretch – distributions spread across life expectancy.

By leveraging our OptiBlend Fixed Indexed Annuity as the stretch vehicle, you can provide your clients with:

• Principal Protection – safeguarding inherited dollars against market volatility.
• Upside Growth Potential – linked to market indexes while avoiding downside risk.
• Spread out the taxes – give clients the ability to take taxable distributions gradually over their life expectancy.
• No Additional Cost – protection built into the product design.

This approach allows advisors to help clients preserve inherited wealth, optimize distribution strategies, and offer peace of mind in an uncertain market.

Year end is quickly approaching, and tax season isn’t far behind. Do your clients have everything they need to ensure they’ve met annual RMD requirements? And are they prepared for upcoming discussions with you and their qualified tax advisor? Be sure to run an advanced report from Athene Connect under your book of business to view RMD eligible contracts and any remaining RMD amounts for 2025.
 

Review our RMD FAQ (25726) and RMD Reference Guide (35103) to help make sure your clients understand the RMD fundamentals for their qualified annuity contract.

Please note: Verbal and written withdrawal requests (including RMDs) must be received in good order by December 19, 2025 to be processed prior to year end.

To help ensure fairness across electronic (e-app) and paper applications, we’re now using the “initial submit date” as the “app signed date.” This new date will drive rate locks, helping protect customers from missing out on higher rates due to timing gaps during application reviews or while eSigning an e-app.

Explore our Annuity Product Overview for a clear, high-level snapshot of our complete annuity lineup. Ideal for quick reference and introductory conversations, this guide offers a concise yet comprehensive look at our diverse and innovative annuity solutions. Built to help you navigate our annuity options with clarity and confidence.