Easing the Pain of Paperwork - Suitability Form

  • Athene

How to Fill Out Athene’s Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Bruce Zimmerman, Annuity Case Manager at Senior Market Sales, explains how to fill out Athene’s Annuity Suitability Form and what’s needed to complete these forms to the carrier’s standards.