Athene Set to Launch New and Improved Suitability Review FormsAnnuity Department
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]