Athene Set to Launch New and Improved Suitability Review Forms
- July 17, 2020
- Announcement, Annuity, Carrier News
In an effort to further streamline their suitability process and help agents submit applications “in good order,” Athene has made several enhancements to the following suitability review forms:
Rate Comparison Worksheet — New!
Customer Identification and Suitability Confirmation Worksheet — Improved!
Product Comparison Worksheets (PCWs) — Improved!
These enhancements are going live in all states except Florida and New York on July 25, 2020.
For additional information, and to help you have a better understanding of Athene‘s considerations during the suitability review process, check out their revised producer guidelines and helpful tips:
- Suitability Guidelines for Producers
- Athene’s Position on Annuity Suitability
- A step-by-step guide to completing Athene’s suitability worksheet
- A step-by step guide to completing Athene’s product comparison worksheet
- Trust tips for completing Athene’s suitability worksheet
To get help with new illustrations or for more information, call 800-568-5667 or email us at [email protected]
- July 17, 2020
- Brad Neves
- Announcement, Annuity, Carrier News
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