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FOREIGN NATIONAL MICROSITE |
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Crump: Your Passport to Foreign National Underwriting... |
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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. |
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CARRIER GUIDELINES |
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+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.
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COUNTRY CODES |
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FOREIGN LANGUAGE MATERIALS |
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SPECIAL FORMS |
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FINANCIAL PLANNING |
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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? |
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REFERENCES |
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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 |
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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. |
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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. |
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Page updated
October 25, 2024
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