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Annuity Product Training

Annuity Product Training. ATHENE MaxRate MYG. AN1002. ATHENE MaxRate MYG. Profile : A client looking for a safe place to accumulate money. This client values a simple contract and is in a position to forgo liquidity in exchange for a higher guaranteed interest rate. ATHENE MaxRate MYG.

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Annuity Product Training

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  1. Annuity Product Training ATHENE MaxRate MYG AN1002

  2. ATHENE MaxRate MYG Profile: A client looking for a safe place to accumulate money. This client values a simple contract and is in a position to forgo liquidity in exchange for a higher guaranteed interest rate.

  3. ATHENE MaxRate MYG

  4. ATHENE MaxRate MYG

  5. Know Your Client Make every effort to obtain information concerning your clients’ financial and tax status, financial objectives and life insurance needs. Discuss and document financial goals and future needs. Understand your clients’ investment orientation and risk tolerance. Work with clients to select products that best meet their needs. Explain products completely and accurately and listen for feedback or objections. AN0097(2-12)

  6. Thank you for attending Athene Annuity’s product training. For more information including current interest rates and product materials, please contact: Athene Annuity Sales Desk 855-4-ATHENE or (855-428-4363) www.AtheneAnnuity.com

  7. Attestation I certify that I have read and listened to the Athene Annuity product specific annuity training and understand the training material presented in this module. 2. I acknowledge receipt of the Terms, Conditions and Guide to Doing Business with Athene Annuity and will abide by its provisions. The Doing Business Guide is available under that attachments tab on the left side of the screen. 3. I certify that I will conduct my business activities in conformance with all applicable laws, rules and regulations.

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