Athene - Updated Forms & Schedule Settings

Published: Fri, 01/13/17

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Hi ,
Athene is starting the New Year off on a high note.  They continue to make enhancements to their contracting forms to simplify the process, and have consolidated their packages to include both companies on the same forms:
  • Athene Annuity and Life Company
  • Athene Annuity & Life Assurance Company of New York

We'll be pushing the newly updated forms onto SureLC effective Tuesday 1/17/2017.  The changes will include making some adjustments to the schedule settings.  A copy of the NEW Transmittal is attached for reference.

**Please ensure you save a copy of your current schedule settings to apply to the new ones effective 1/17/2017**


In addition to the new forms, we'll be making some minor adjustments to the Athene carriers as follows:
  • Athene Life Insurance Company of New York (Formerly known as Aviva) - This carrier will be RETIRED in SureLC.  This NY channel of Athene is no longer accepting contract applications.  All NY business is now contracted under "Athene Annuity & Life Assurance Company of New York"
  • Athene Annuity and Life Company (Formerly known as Aviva) - The name will change in SureLC effective 1/17/2017 to simply "Athene Annuity and Life Company".

Just a few additional highlights to the form changes:
  • Athene will now offer contracting Business Entities. 
  • Athene's new application now covers all entity types:  Individuals, Business Entities and Registered Reps.  One application for all!

If you need any assistance, send responses to our Support Team:  support@surancebay.com

Thank you,
SuranceBay

phone: 877-264-6888


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