[WEBINAR] An In-Depth Look at Our Suitability Process and Guidelines in Florida from Athene
Thursday 07/08/2021 at 9:00 am - 10:00 am CDT
As you may have heard, Florida recently took a hard stance on how their state-specific forms are filled out, specifically Suitability and Product Comparison Worksheets. These are their forms, and they communicate to us how they should be filled out.
Join Athene’s Director of Compliance for an in-depth review of Athene’s suitability processes and guidelines specific to Florida. During this live webcast, you’ll get information on requirements with a practical review of our suitability process including a:
Step-by-step review of the FL Annuity Suitability Questionnaire
Step-by-step look at Athene’s FL Disclosure and Comparison of Annuity Contract
Review of the most common instances of applications not in good order
Guidance on the types of answers that are and are not acceptable
As you may have heard, Florida recently took a hard stance on how their state-specific forms are filled out, specifically Suitability and Product Comparison Worksheets. These are their forms, and they communicate to us how they should be filled out.
Join Athene’s Director of Compliance for an in-depth review of Athene’s suitability processes and guidelines specific to Florida. During this live webcast, you’ll get information on requirements with a practical review of our suitability process including a:
Step-By-Step Guide Download
FL Suitability Guide Download
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