Allianz

Underwriting Guides

• Financial Guidelines
• Medical Guidelines

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Accelerated Underwriting
• Risk Class Upgrade

American National

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Impairment Guide

Cincinnati Life

Underwriting Guides

• Life Underwriting Handbook

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• APPs
• APPS FAQ
• Build Chart
• Drop Ticket Process
• Rapid Review Accelerated Underwriting  
• Submitting Drop Tickets on Multiple Platforms
• Tobacco Classification

Columbus Life

Underwriting Guides

• Underwriting Guide

Additional Resources

• Accelerated Underwriting Best Practices
• Table Shave Program
• Underwriting Overview

Corebridge

Underwriting Guides

• Field Underwriting Guide

Foreign Nationals

• Underwriting Guidelines
• Underwriting Team

Additional Resources

• Flex Points
• Informals Reference Guide
• Initial Premium Payments Guide
• Preparing for a Life Insurance Exam

Equitable

Underwriting Guides

• Condensed Underwriting Guide

Additional Resources

• Guaranteed Issue Guidelines
• Retention and Reinsurance Limits
• Using eApp

John Hancock

Underwriting Guides

• Field Underwriting Guide

Foreign Nationals

• Estate and Gift Tax for Non-Citizens
• Foreign National Criteria
• High-Net-Worth FN Sellers Guide

Additional Resources

• Aspire Flyer
• Capacity Requirements
• Concierge Underwriting Process
• Routine Requirements
• Total View Credits
• UCheck 

Legal & General

Underwriting Guides

• Field Underwriting Guide

Additional Resources

• Digital Application Eligibility Reference Guide
• Underwriting Website 

Lincoln

Underwriting Guides

• Underwriting Guidelines
• Financial Underwriting Guidelines
• TermAccel Level Term Underwriting Guidelines

Foreign Nationals

• Underwriting Guidelines
• Underwriting Contacts
• Revised Foreign National Underwriting Guidelines

Linked Benefit

• MoneyGuard Underwriting
• MoneyGuard Client Communications Guide
• MoneyGuard Prequalifying Tool

Additional Resources

• Client Communications Guide - Life
• Guaranteed/Simplified Issue Guidelines
• Guaranteed/Simplified Issue Census Template 
• MultiLife Advisor Guide
• MultiLife Business Solutions Fact Finder
• Situs Guidelines
• Underwriting 411 Video Series  

MassMutual

Underwriting Guides

• Life Underwriting Website 
• Financial Guidelines
• Life Underwriting Quick Reference Guide

Foreign Nationals

• Guidelines for Foreign Nationals Living Abroad
• Guidelines for Foreign Citizens Living in the U.S.
• Guidelines for Foreign Travel

Additional Resources

• ALIR & RTR Illustration Guide
• Breast Cancer Underwriting Guidelines
• Chronic Kidney Disease
• Disability Insurance Quick Reference
• Disability Insurance Reference Manual
• Platinum Pass Perm Program
• Platinum Pass Term Program
• Prostate-Specific Antigen (PSA) Testing
• Underwriting Sweet Spots

Mutual of Omaha

Underwriting Guides

• Underwriting Guidelines

LTC

• LTC Underwriting Guide
• LTC Rider Information and Guide
• LTC Product Guide
• LTC Tax Reference Guide
• Top Ten LTC Considerations

Additional Resources

• Accelerated Underwriting
• Prescription Drug Exclusions for Express Products
• Simplified Underwriting Reference Guide
• Tax Reference Guide

National Life

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• EZ Underwriting Program

Nationwide

Underwriting Guides

• Underwriting Guidelines
• Term + Perm Program Overview

Linked Benefit

• CareMatters Pre-Qualification Tool
• CareMatters Pre-Qualification Tool NY
• CareMatters PHI Exceptions NY
• CareMatters Simplified UW
• CareMatters Simplified UW NY

Additional Resources

• BGA Resources Website  
• Dedicated Underwriters for LIBRA
• Executive Advantage
• Offer Match Program

New York Life

Underwriting Guides

• Underwriting Guidelines

North American

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Foreign Nationals Requirements

OneAmerica

LTC

• Underwriting Guide
• Advanced Strategies Tax Guide

Pacific Life

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• About Me Online Health History
• Get to Know Pacific Accelerated Life+ (PAL+)
• Underwriting Talking Points

Principal

Underwriting Guides

• Underwriting Guidelines
• Underwriting Guidelines at-a-Glance

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Accelerated UW Program Website 
• Accelerated Underwriting Guide
• Business Solutions Enhanced Underwriting Program
• Charitable Giving Checklist
• Charitable Giving Parameters
• Customer Completed App Routine Requirements (all states except CA, FL, MT, ND, NY, SD, WY)
• Expanded Capacity Program
• Financial Professional Completed App Routine Requirements (all states except CA, FL, MT, ND, NY, SD, WY)
• Customer Completed App Routine Requirements (CA, FL, MT, ND, NY, SD, WY)
• Financial Professional Completed App Routine Requirements (CA, FL, MT, ND, NY, SD, WY)
• Disability Insurance Underwriting Pocket Guide
• Guaranteed & Simplified Issue Guidelines
• Underwriting Site 

Protective

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• Underwriting Highlights

Prudential

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Guidelines
• Underwriting Immigrants to the US

Additional Resources

• Preparing for Client Interview
• PruFast Track Flyer
• Prudential Preferred Underwriting
• Submission Guide for iPipeline iGo e-App
• What to Expect: Interview and Medical Exam

SBLI

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• Accelerated Underwriting in Action
• Accelerated Underwriting Sweet Spots

Securian

Underwriting Guides

• Underwriting Guidelines

Linked Benefit

• Application and UW Process
• Impairment Guide
• SecureCare Pre-Screen Checklist
• What's Next?

Additional Resources

• Guaranteed & Simplified Issue Guidelines
• Life Hub 
• LIFT 
• Reinsurance Guidelines

Security Mutual

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• Secure Link 

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Symetra

Underwriting Guides

• Underwriting Requirements and Preferred Guidelines

Foreign Nationals

• High-Net-Worth Foreign National Overview and Underwriting Guide
• High-Net-Worth Foreign National Highlights
• High-Net-Worth Foreign National Non-Resident Aliens
• High-Net-Worth Foreign National Microsite 

Additional Resources

• Accelerated Underwriting Program
• Symetra Good Life Rewards
• Symetra Good Life Rewards FAQs
• Symetra Preferred Cancer Program
• Symetra Retention and Automatic Reinsurance
• Symetra Life Product Microsite 

Transamerica

Underwriting Guides

• Field Underwriting Guide
• Whole Life Insurance Guide

Foreign Nationals

• High-Net-Worth Non Resident Guidelines
• Resources Website 

Additional Resources

• Insurance Updates Microsite 
• TransMatch Agent Flyer
• TransMatch Client Flyer