NB Crossword

2. Qualified account set up at a financial institution that allows an individual to save for retirement
4. The place where all Athene forms are stored
6. New Business Requirements form number
7. When a bank or broker dealer agrees to gather the information required to make a suitability decision prior to submitting the application to the company
10. The electronic submission of applications
11. Athene's order entry platform
13. You need to add this to the following documents: REF form, 951E Accord form, Third Party Paperwork, Statement, Death Certificate/Claim and State Replacement Forms
14. A form that provides information to the client and Athene about the producer

1. Charge levied against an investor for the early withdrawal of funds from an annuity contract
3. The first thing that needs to happen before an application can be keyed into ALIP
5. Velocity requires this producer code
6. What can you do if you don't agree with a correction from QM?
8. An external order entry platform
9. This form must be completed by the owner when they wish for Athene to initiate the transfer of funds from another company
12. Third parties that contract with insurance companies to distribute, recruit producers, and market an insurance company's products
14. AccuMax requires this producer code