Rollovers with Athene

Do you have clients with assets in one or more employee-sponsored retirement plans (i.e., 401(k), 403(b), profit-sharing plans) to which they are no longer contributing? Learn more about how an an Athene annuity can help you achieve your client’s retirement goals.

Rollover Myths Shattered!

Open the door to more sales when you expose these myths.

Rollovers don’t amount to much.

Rollover opportunities are rare and difficult to predict.

Individuals will opt to roll over assets to an IRA offered by their previous employer’s plan provider.

Rollover Quick Guide

What makes a clean rollover?

While every client’s situation is different, Athene has identified these common characteristics that may indicate a client is appropriate and suitable for a retirement asset rollover.