To comply with state and federal regulations and ensure that sales to your clients are suitable, effective April 1, 2013, Athene Annuity will require that all producers in all states complete Product Specific Training (PST) prior to soliciting an application for any fixed or fixed indexed annuity.
Please note: if the PST is not completed prior to, or on the date of the application, Athene Annuity will decline the submitted application and return all funds to the annuity owner. All new paperwork should include application, disclosure, suitability, transfer and replacement forms.
Be ready for April 1st. Make sure you’ve completed all applicable Athene Annuity PST. You may access and complete the web based PST modules through the Doing Business tab on Athene’s Sale Resource Center: http://portal.atheneannuity.com.
FOR PRODUCER USE ONLY. NOT TO BE USED WITH THE OFFER OR SALE OF ANNUITIES