Athene Set to Launch New and Improved Suitability Review Forms

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:

To get help with new illustrations or for more information, call 800-568-5667 or email us at [email protected]

Looking for Something?

NFG Brokerage

We are a National Brokerage General Agency helping our Distribution Partners  achieve great results.

Request a free quote

Our Team is ready to help.  Click the button below and be sure to include the details of your quote...we will be back with you As Soon As Possible.

More from our blog

See all posts