New FIA Suite Offers One of the Strongest Combinations of Guarantees and Income on the Market
SCOTTSDALE, AZ, 15 August 2016 – Annexus, a leading designer of retirement savings and income solutions, launched the BCA ElevateTM suite of fixed indexed annuities today. BCA Elevate features exclusive access to the Merrill Lynch RPM IndexTM, which leverages the positive momentum of six global asset classes, including equities, fixed income and real assets such as gold and real estate. Over the last 14 years, the Merrill Lynch RPM IndexTM would have produced 42% higher compounded annual returns over such period than the S&P 500® Price Index with less than one-third of the volatility.1
“Most of the FIAs on the market limit a client’s accumulation potential when electing a guaranteed income rider,” said Ron Shurts, co-founder of Annexus. “BCA Elevate offers one of the strongest combinations of both accumulation potential and guaranteed income available today.”
“This new FIA product design provides an unrivaled level of retirement income flexibility,” said Annexus co-founder Don Dady. “Three lifetime income riders within a single product offer more solutions to meet a broader range of client needs. And when clients are ready to begin taking lifetime income, they have the ability to choose from either level income payments or options that provide the opportunity for increasing lifetime income.”
BCA Elevate is issued by the Athene Annuity and Life Company of West Des Moines, IA, one of America’s leading providers of retirement solutions. Insurance professionals can find out more about BCA Elevate through the exclusive Annexus network of independent marketing organizations. If you’re planning for retirement, ask your insurance professional about BCA Elevate.
1 The RPM Index was established on 3/1/16. Performance shown before this date is back-tested by applying the index strategy, which was
designed with the benefit of hindsight, to historical financial data. Back-tested performance is hypothetical and has been provided for informational purposes only. The S&P 500® Price Index results are actual performance for the full period. Past performance is not indicative of nor does it guarantee future performance. The foregoing performance information does not include any relevant costs and fees associated with the BCA Elevate or any other financial product linked to the Merrill Lynch RPM Index or S&P 500® Price Index. For questions regarding the S&P 500 Price Index, please contact a representative of S&P directly.
Annexus designs solutions to help Americans grow and protect their retirement savings. For over a decade, Annexus has developed market-leading fixed indexed annuities and indexed universal life insurance products. In close collaboration with design partner Genesis Financial, Annexus has forged partnerships with Athene, Securian, Barclays, Merrill Lynch and other leading insurance companies and investment banks. Find out more about Annexus and our products at www.annexus.com.
Brian Welsh, VP of Marketing Annexus
(480) 321-8992 ǀ BrianWelsh@Annexus.com
Athene Annuity and Life Company’s Product (“Product”) is not sponsored, endorsed, sold or promoted by Merrill Lynch, Pierce, Fenner & Smith Incorporated or its affiliates (“BofA Merrill Lynch”). BofA Merrill Lynch has not passed on the legality or suitability of, or the accuracy or adequacy of descriptions and disclosures relating to, the Product, nor makes any representation or warranty, express or implied, to the owners of Product or any member of the public regarding the Product or the advisability of purchasing the Product, particularly the ability of the Merrill Lynch RPM IndexTM (“Index”) to track performance of any market or strategy. BofA Merrill Lynch’s only relationship to Athene Annuity and Life Company (“Licensee”) is the licensing of certain