New forms, improved processes and other important news!

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Athene forms update

Effective February 24, 2024

We’re updating several forms in certain states, including…

  • Certificates or Disclosure (CODs)
  • Index Strategy Disclosure and Allocation forms

Affected products include:

  • Athene AgilitySM 7
  • Athene AgilitySM 10
  • Athene AscentSM Pro 10 Bonus
  • Athene Performance Elite® 7
  • Athene Performance Elite® 10

All updated forms will be available on Athene Connect by end of day February 23, 2024, and should be used immediately.

  • Applications signed and dated on or before February 23, 2024, and received before March 25, 2024, will require the existing forms. Applications with outdated or missing forms received after market close (3 p.m. CT) on March 25, 2024, will be considered “not in good order.”
  • Applications signed and dated after February 23, 2024, will require the updated forms.

Be sure to use up-to-date materials when offering Athene annuities.

Athene Performance Elite® (PE) updates for Louisiana

Effective February 24, 2024

PE 15 discontinued in LA
We’re discontinuing the PE 15 and PE 15 Plus products in Louisiana. All other durations will remain available.

PE 7 and 10 Premium Bonus’ are changing in LA
The Premium Bonus, Withdrawal Charge and Premium Bonus vesting schedules for the PE 7 Plus, PE 10 and PE 10 Plus products are also being updated. 

To check expected rates and make sure your PE applications are processed in time, be sure to review the full announcement on Athene Connect. 

Athene Connect Corner

Athene’s producer portal, Athene Connect, is your one-stop shop for information and resources to help grow and manage your Athene business. 


Helpful reminders…
Producer authorized changes

Certain producers and support staff can now make specific contract changes on their client’s behalf. To help you better understand this new process, we’ve created a Producer Authorization FAQ (24368).

Paperless tax forms
Four years of tax documents are just a click away on Athene Connect (for you) and My Athene (for your clients). Tax documents for the 2023 tax year will be available later this month. 

Not an Athene Connect user? Sign up today!
For tips on making the most of your Connect experience, download our Athene Connect Guide (23034) which includes step-by-step video tutorials.

Stay alert with Athene’s Financial Crime Programs

Our goal is to provide valuable information on an ongoing basis that can help in your efforts to prevent, detect and combat financial crime. These resources can help you understand your obligations.

Anti-Fraud: 

We’re committed to reducing financial crime by preventing, detecting and reporting fraud. This includes cooperating with other organizations to reduce opportunities for fraud and helping you achieve and sustain success selling our products and serving your clients. Learn more about what fraud is, how to detect it and your responsibility to help prevent it.


Anti-Money Laundering (AML): 

FinCEN employee scam: FinCEN has been receiving calls and reports of financial scam attempts. If you receive an unsolicited communication from someone via phone, text, or email claiming to be an employee of FinCEN, it is a scam. Do not respond. To report a scam utilizing Treasury Bureau seals and/or employees, please visit the Treasury’s Office of Inspector General website. 


We’re here to help! If you suspect a financial crime, please contact us for assistance:

  • Call 888-266-8489 or

Send the Request for Compliance Review Form (16751) to Athene at AMLFraudReferral@Athene.com