Athene Contracting Status Check
tell: 888.266.8489 option 3 then option 5 then option 1
如果新经纪人有AML, E&O, 州Annuity Suitability Certificate, 可以在还没有和Athene 签好约的情况下去Reged 上面完成Athene 的产品培训。
这样可以提前作为Splitting Agent 帮助客户提交产品申请,可以加快Appoitment 速度。
比如如果新的执照经纪人有客户需要做 Athene PE, 新经纪人可以用这个链接进去学习产品,拿到产品学习完成的证书。
https://secure.reged.com/TrainingPlatform/login.html
the product code is: PerformanceElite_2015
用这个网站登录进去后,在首页中间输入这个produce code, 找到这个课程,进入学习。
Athene Suitability Form Instruction Athene 年金填写适合度表格指南
For general new business quesitons, email: AnnuityNewbusiness@athene.com
For new and in-force business document submission, email SubmitCustomerDocs@athene.com
For producer document submission related to contracting, licensing, and commissions, email SubmitProducerDocs@athene.com
For the most efficient service experience, utilize our Document Upload tool on Athene Connect. This tool provides you with the ability to digitally upload documents and tracks all submissions via the Upload Log.
Athene wholesaler support
EMindrup@athene.com
EMindrup@athene.com
Athene 可以接受客户名义的支票。如果对方公司寄出的支票没有写明是寄给Athene, 而是写给了客户。
客户可以在支票后面 endorce 下面签字,
并且写上 Pay to the order of
Athene Annuity & Life Company
Rollover FBO xxxxxx (Client Name)
Policy #: xxxxxx (写上Athene contract #)
然后将支票寄给Athene. 邮寄地址:P.O. Box 1555, Des moines, IA 50306-1555
详情请参考pdf.
Product Training:
Go to RegEd: https://www.reged.com/annuities-training-platform/
Either login or register on the site
Now punch in the product codes for the Athene product you wish to write:
Athene Agility 7, 10: Agility710_2018
Athene MaxRate: MaxRate_2017
Athene Ascent Pro Bonus: PROBO_2017
Athene Performance Elite: PerformanceElite_2015
Athene AccuMax 7: AccuMax7_2021
· All original new business applications can be mailed, emailed, or faxed to Athene.
· Applications without checks can be faxed to 800-531-0038
· Applications by email need to be sent to: submitcustomerdocs@athene.com *Have the subject line be ‘New Application (client’s name)
· Mailing Address:
Athene Annuity
PO Box 1555
Des Moines, IA 50306-1555
866-690-1992
Overnight Address
Athene Annuity
7700 Mills Civic Parkway West
Des Moines, IA 50266-3682