Athene - Institutional and New York Carrier Settings in SureLC
Published: Thu, 05/09/24
Updated: Thu, 05/09/24
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Changes have been applied to the Athene carriers in SureLC to more clearly define their Independent & Institutional forms and to simplify New York requests.
Athene now has a separate carrier set-up in SureLC to manage Institutional requests. The new carrier is listed
as "Athene (FI Institution)". This new carrier will ensure any requests associated with a Bank or Broker Dealer have the associated Institutional forms bundled.
Please continue using "Athene Annuity & Life Company" for independent requests through an IMO. Nothing has changed with that process.
The Institutional forms will remain in the existing Independent Athene carrier temporarily so you can transition to the new one.
PLEASE NOTE: Effective Friday 5/17/2024 the Institutional forms will only be supported under "Athene (FI Institution)" going forward.
In addition, both non-NY and NY requests can now be generated under the same carrier for either business channel. Going forward there's no need to create a separate request under
the New York issuing company: "Athene Annuity & Life Assurance Company of New York".
The state selection will now include NY under both of the following carriers:
Athene Annuity & Life Company
Athene (FI Institution)
PLEASE
NOTE: Effective Friday 5/17/2024 the carrier listed as "Athene Annuity & Life Assurance Company of New York" will be retired in SureLC.
If your Agency does not market Athene please disregard this notice.
If you need any assistance, send responses to our Support Team at support@surancebay.com
Thank you,
SuranceBay Support Team
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