Stay Up to Date with Our Revised Advisor Guide

Because the annuity business is highly regulated, it’s important to understanding your regulatory and legal obligations when soliciting annuities. Our Doing Business with Athene Producer Guide was created to help you understand Athene’s guidelines and procedures related to sales practices, market conduct and compliance issues.

We’ve recently updated this guide to include new information on Maintaining a Customer File, Trusted Contact, Market Conduct Exams and the LIMRA CAP Survey. We’ve also revised existing information on Standard of Care (suitability and best interest) and Telephone and Video Solicitation.