AIG

Underwriting Guides

• Field Underwriting Guide

Foreign Nationals

• Underwriting Guidelines
• Underwriting Team

Additional Resources

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

Allianz

Underwriting Guides

• Financial Guidelines
• Medical Guidelines

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Accelerated Underwriting

American National

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• COVID-19 FAQs
• Impairment Guide

Cincinnati Life

Underwriting Guides

• Life Underwriting Handbook

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Build Chart
• Rapid Review Accelerated Underwriting  
• Tobacco Classification

Equitable

Underwriting Guides

• Condensed Underwriting Guide

Additional Resources

• Guaranteed Issue Guidelines

Global Atlantic

Underwriting Guides

• Field Underwriting Guide

Foreign Nationals

• Foreign National Highlights

Additional Resources

• Fast Lane Accelerated Underwriting

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
• Life Insurance Submission Methods
• Routine Requirements
• UCheck 

Legal & General

Underwriting Guides

• Field Underwriting Guide

Additional Resources

• Accelerated Underwriting Eligibility
• Underwriting Website 

Lincoln

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Underwriting Guidelines
• Underwriting Contacts

Linked Benefit

• MoneyGuard Underwriting Bundle
• MoneyGuard Prequalifying Tool

Additional Resources

• Carrier Submission Workflow
• Guaranteed/Simplified Issue Guidelines
• Guaranteed/Simplified Issue Census Template 
• MultiLife Business Solutions Fact Finder
• Underwriting at a Glance

MassMutual

Underwriting Guides

• Underwriting Guide
• Financial Guidelines
• Life Underwriting Website 

Foreign Nationals

• Foreign Nationals
• High-Net-Worth Foreign Nationals Underwriting Overview

Additional Resources

• Breast Cancer Underwriting Guidelines
• Chronic Kidney Disease
• Platinum Pass Perm Program
• Platinum Pass Term Program
• Prostate-Specific Antigen (PSA) Testing

Mutual of Omaha

Underwriting Guides

• Underwriting Guidelines

LTC

• LTC Underwriting Guide
• LTC Rider Information and Guide
• LTC Product Guide

Additional Resources

• Accelerated Underwriting
• Term Conversion Guidelines

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  
• Executive Advantage
• Offer Match Program
• Underwriting Champions for LIBRA

New York Life

Underwriting Guides

• Underwriting Guidelines

OneAmerica

LTC

• Underwriting Guide

Pacific Life

Underwriting Guides

• Underwriting Guidelines

Additional Resources

• Smooth Saling Underwriting Overview
• Swift Sailing Accelerated Underwriting
• Underwriting Talking Points

Principal

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Underwriting Guidelines

Additional Resources

• Accelerated UW Program Website 
• Age Amount - Paper App Requirements
• Age Amount - TeleApp Requirements
• Charitable Giving Checklist
• Charitable Giving Parameters
• Expanded Capacity
• Guaranteed & Simplified Issue Guidelines
• Underwriting Site 

Protective

Underwriting Guides

• Underwriting Guidelines

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 

Security Mutual

Underwriting Guides

• Secure Link 
  Login required. Contact John Kuk to set up an ID.

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 Preferred Cancer Program
• Symetra Life Product Microsite 

Transamerica

Underwriting Guides

• Field Underwriting Guide

Foreign Nationals

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

Additional Resources

• Carrier Submission Workflow
• Insurance Updates Microsite 
• TransMatch Client Flyer
• TransMatch Agent Flyer

Zurich

Underwriting Guides

• Underwriting Guidelines

Foreign Nationals

• Guidelines

Additional Resources

• One Class Upgrade Program
• Table Reduction Program