[WEBINAR] Suitability Updates you need to know – National and Minnesota from Athene
Thursday 06/16/2022 at 11:00 am - 12:00 pm CDT
We have heard your feedback and have updated our Suitability forms and Product Comparison Worksheets. These changes are an effort to simplify the suitability forms and product comparison worksheets, while still maintaining our strong suitability program. We are very excited about these changes and can’t wait to share this!
With these new forms, you will see:
Improved consistency in how we ask questions
We are removing nearly all “fill in the blank” questions
We have heard your feedback and have updated our Suitability forms and Product Comparison Worksheets. These changes are an effort to simplify the suitability forms and product comparison worksheets, while still maintaining our strong suitability program. We are very excited about these changes and can’t wait to share this!
With these new forms, you will see:
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