New and Improved Suitability Forms Coming This July!
Athene Suitability Update!
We have heard your feedback and have updated our Suitability forms and Product Comparison Worksheets. These changes are an effort to simplify the suitability forms and product comparison worksheets, while still maintaining our strong suitability program. We are very excited about these changes and can’t wait to share this!
We will be reaching out to as many agents as we can in hopes that we can get them to register for at least one of these webinars but we are also offering to doing special presentations with your groups – back office and/or agents if that is something that you are interested in doing. Please reach out to Heather Fitzpatrick or Eric Lund if that’s something you’d like to do.
With these new forms, you will see:
- Improved consistency in how we ask questions
- We are removing nearly all “fill in the blank” questions
- Efforts to decrease the amount of NIGOs
- Removal/rewording of repetitive questions
- And many more improvements!
We will be hosting multiple training sessions to review the new forms and enhancements. Keep in mind, these meetings will be recorded. If you register, the recording will be sent to you whether you are able to attend or not.
National & Minnesota Dates & Times (Excludes FL & NY):
National & Minnesota Suitability Update (6/16), 11:00 AM – 12:00 PM CDT – Click HERE to register
National & Minnesota Suitability Update (6/28), 11:00 AM – 12:00 PM CDT – Click HERE to register
National & Minnesota Suitability Update (7/12), 11:00 AM – 12:00 PM CDT – Click HERE to register
Florida Dates & Times:
Florida Suitability Update (6/14), 2:00 – 3:00 PM ET – Click HERE to register
Florida Suitability Update (6/28), 2:00 – 3:00 PM ET – Click HERE to register
Florida Suitability Update (7/12), 2:00 – 3:00 PM ET – Click HERE to register