Useful Resources that Help Make it Easier to Do Business with Athene!
Post-issue client servicing options:
Online tools are available on the electronic servicing page of Athene Connect to help manage your in-force business. These tools help eliminate paper, speed up processing times and reduce NIGOs (Not in Good Order). Here are just a few of the transactions you can do on behalf of your clients:
- EFT/Direct Deposit Changes,
- One-time and Recurring Withdrawals,
- Surrenders
- Required Minimum Distributions (RMDs), and
- Other Non-financial Transactions.
Back-office reports:
Three reports are available for back-office users or those with a downline. These reports can be found in “Downline Reports” under the “My Business” tab on Athene Connect. Where available, Downline Reports provide an aggregated view of the following:
- Appointments
- Hierarchy
- Training
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.