FOREIGN NATIONAL MICROSITE
 
Foreign Nationals Crump: Your Passport to Foreign National Underwriting...
 
 
Foreign Nationals are a rapidly growing demographic in the United States and life insurance can provide an excellent solution to the planning needs of this swiftly emerging market. Crump's unparalleled combination of products, expertise, and resources can provide you with the tools you need to capitalize on the sales opportunities presented within the global arena.
 
 
Carrier Guidelines   |   Country Codes   |   Foreign Language Materials   |   Special Forms   |   Financial Planning   |   References
 
 
CARRIER GUIDELINES
 

Allianz
Allianz - Submitting a Case
Allianz - Getting Approved to Sell
Corebridge

Corebridge - Submission Checklist
Corebridge - Reference Guide

Guardian Part 1
Guardian Part 2
Guardian Part 3
Guardian Part 4

John Hancock
Lincoln Financial
Mass Mutual (High Net Worth)
Mass Mutual
National Life Group
Nationwide

New York Life
North American
Pacific Life
Principal
Protective
Prudential

Symetra
Symetra - Age/Amount Requirements
Symetra - Premium Financing GL
Transamerica Part 1
Transamerica Part 2
Transamerica Part 3
Transamerica Part 4

 
+Foreign Travel and Category 3 Foreign Nationals will be allowed as per Corebridge Foreign Travel & Foreign National guidelines & U.S. State Department country-by-country Travel Advisory guidance. Countries classified by the U.S. State Department as Level 1 and 2 will be allowed. Countries classified by the U.S. State Department as Level 3 and 4 will be declined. Foreign travel is not underwritten for the states of Florida and Georgia.
 
 
 
COUNTRY CODES
 
Allianz
Corebridge
Guardian
John Hancock
Lincoln Financial
Mass Mutual
National Life Group
Nationwide

New York Life

Pacific Life
Principal
Protective
Prudential
Symetra
Transamerica
 
 
FOREIGN LANGUAGE MATERIALS
 
Lincoln Financial Group
Chinese (Simplified) Why Lincoln?
Lincoln WealthAccumulate® IUL Client Guide - Simplified Chinese
Lincoln WealthAccumulate® IUL Fact Sheet - Simplified Chinese
Lincoln WealthPreserve® IUL Client Guide - Simplified Chinese
Lincoln WealthPreserve® IUL Fact Sheet - Simplified Chinese
 
Chinese (Traditional) Lincoln WealthAccumulate® IUL Client Guide - Traditional Chinese
Lincoln WealthAccumulate® IUL Fact Sheet - Traditional Chinese
Lincoln WealthPreserve® IUL Client Guide - Traditional Chinese
Lincoln WealthPreserve® IUL Fact Sheet - Traditional Chinese
   
Japanese Why Lincoln?
Lincoln WealthAccumulate® IUL Client Guide
Lincoln WealthAccumulate® IUL Fact Sheet
Lincoln WealthPreserve® IUL Client Guide
Lincoln WealthPreserve® IUL Fact Sheet
 
Spanish Why Lincoln?
Lincoln WealthAccumulate® IUL
Lincoln WealthAccumulate® IUL Fact Sheet
Lincoln WealthAccumulate® IUL Client Guide

National Life Chinese Chinese

Transamerica Cantonese Financial Foundation IUL
   
Chinese Business Planning Consumer Flyer
IPO Consumer Brochure
Legacy Planning Consumer Flyer
Maximizing Your Legacy - An Estate Tax Guide for Foreign Nationals and Their Families
Trendsetter Express Consumer Flyer
Trendsetter LB Consumer Flyer
Trendsetter Super Consumer Flyer
US Estate Tax Exposure Consumer Flyer
   
Korean Financial Foundation IUL
   
Mandarin Financial Foundation IUL
   
Spanish Business Planning Consumer Flyer
Estate Planning Producer Flowchart
Financial Foundation IUL
IPO Consumer Brochure
Legacy Planning Consumer Flyer
Maximizing Your Legacy - An Estate Tax Guide for Foreign Nationals and Their Families
Trendsetter Express Consumer Flyer
Trendsetter LB Consumer Flyer
Trendsetter Super Consumer Flyer
US Estate Tax Exposure Consumer Flyer
   
Vietnamese

Financial Foundation IUL

 
SPECIAL FORMS
 
John Hancock   Foreign Resident Inquiry
     
Lincoln Financial   NRA NEXUS Verification
     
Nationwide   Non-Resident Sales Information Form
 
 
FINANCIAL PLANNING
 

Business Planning
Transamerica - Business Planning for Foreign Nationals

Estate Planning
Transamerica - Family Legacy Planning for Foreign Nationals

Estate Tax Planning
Transamerica - Estate Tax Planning for Foreign Nationals
Transamerica - Foreign National Estate and Gift Taxation Guide
Transamerica - Foreign National Estate Tax Exposure Flowchart
Transamerica - Foreign National Tax Implications Article
Transamerica - How Can I Protect My Non-U.S. Spouse from Paying Estate Taxes When I Die?
Transamerica - International Marriage and the U.S. Estate Tax
Transamerica - What Are Some of the Tax Implications of Owning U.S. Property as a Foreign National?

General Planning
Crump - Financial Planning for Foreign Nationals
Greenberg Traurig - FATCA & U.S. Life Insurance: Planning Opportunities for Non-U.S. Residents
Pacific Life - Pocket Guide - Life Insurance Planning for Nonresident Aliens
Transamerica - Access to Cash Values for Foreign Nationals
Transamerica - Could You, as a Foreign National, Benefit from a U.S. IUL Policy?
Transamerica - Foreign National Strategy Summary
Transamerica - How Can You Mitigate Risk When Planning for Non-U.S. Citizens?
Transamerica - What Is the Impact of FATCA on MY International Assets?

 
 
REFERENCES
 

General Information
Crump - What You Need to Know About...Underwriting Foreign Nationals
Crump - What You Need to Know About...Underwriting Travel Risk, Foreign Nationals, and Foreign Residents

Useful Links
Foreign Nationals Connection
Travel Warnings from the US Department of State

Questionnaires
Crump - Foreign National Questionnaire
Crump - Foreign Resident Questionnaire
Crump - Foreign Travel Questionnaire

 
 

 
 
This information reflects the most current data furnished to Crump by our carriers. Information is subject to change without notice. Any updates received by Crump will be posted on a timely basis. Crump does not warrant or represent the validity/completeness of this information at all times. This is intended to be a broad view of news within the industry - please note that all carriers and products shown may not be available through your organization's Crump relationship. Always check your approved product and carrier listing or contact your Crump Representative before proceeding with any new sale.
 
For Financial Professional Use Only. Insurance products are available through Crump Life Insurance Services Inc., AR License #100103477. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Variable insurance material is for broker-dealer or registered representative use only. Variable products may be distributed by P.J. Robb Variable Corp., AR License #100110185. Member FINRA.
 
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© 2023 Crump Life Insurance Services Inc. All Rights Reserved.
 
 
 
Page updated October 25, 2024