Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. We create opportunities for your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy.
Everyone’s picture of retirement is as unique as they are. Defining what clients are working toward can help create a financial plan to help them retire remarkably.
With timely insights, in-depth product information and client-approved materials, our business-building toolkits are designed to help you and your clients do more.
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Athene 7700 Mills Civic Parkway West Des Moines, IA 50266
Mailing Address: P.O. Box 1555 Des Moines, IA 50306-1555
Call: 888-ANNUITY (888-266-8489) 8:00 a.m. - 5:00 p.m. CT, Monday - Friday
Fax: 866-709-3922
For clients who are looking for tax-free dollars in retirement and for their heirs, a Roth conversion can be a strategy worth considering. Explore Athene’s resources to better understand the potential value of a Roth IRA and the decision factors you and your clients need to consider.
C onsider a strategy to help take advantage of a favorable tax bracket Discover the tax advantages and factors to consider when looking at a partial Roth conversion.
Roth IRA conversions: Understanding the pro-rata rule Review key details of Roth IRAs including contribution rules, income limits and the Roth conversion itself.
Two Roth IRA 5-year rules: What you need to know Understand the two separate and distinct 5-year rules that must be followed to make qualified withdrawals from a Roth IRA.
Partial Roth IRA conversion job aid Access a step-by-step guide to completing a partial Roth IRA conversion at Athene.
Roth IRA conversion FAQ Get answers to common questions about partial Roth conversions.
For exclusive content and prospecting tools, log in or contact our Sales Desk at 888-ANNUITY (888-266-8489)
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