Underwriting Carrier Guidelines

The following links are valuable underwriting references:

Allianz	American General	ANICO	Banner	F&G
Underwriting Guide Build Table Financial Underwriting Foreign Residents and Foreign Travel Prequalification Aid	Underwriting Guide Build Table Foreign National/Travel Field Underwriting Guide	Underwriting Guide	Underwriting Guide Build Table	Underwriting Guide Build Table Foreign National/Travel
John Hancock	Life of the SW/ National Life Group	Lincoln National/ Financial Group	Met Life	Minnesota Life
Underwriting Applicants with HIV Informal Inquiry Form for HIV Positive Clients Informal Inquiry Form	Underwriting Guide Build Table Foreign National/Travel	Underwriting Guide Term Conversion Guide Build Table Foreign National/Travel	Underwriting Guide Build Table Foreign National/Travel	Underwriting Guide Build Table Financial Underwriting Guide
Nationwide	North American	OneAmerica/State Life	Principal Life	Protective Life
	Underwriting Guide Build Table Foreign National/Travel Replacement by State		Underwriting Guide	Underwriting Guide Build Table
Prudential Life	Sagicor	Symetra	Transamerica/TransFamily	Voya (ING/Reliastar)
Underwriting Guide Build Table	Simplified Issue Underwriting and Medical Impairment Guide		Underwriting Guide Build Table Financial Underwriting Foreign National/Travel Risk Class by Country	At-A-Glance Underwriting Guide Complete Underwriting Guide Build Table Foreign National/Travel NAIC Replacement States

If you have questions regarding underwriting, please contact New Business & Underwriting at 415-408-7763 ext. 102 or info@optimafis.com. We look forward to assisting you with your case!

Underwriting Carrier Guidelines

Contact Us

Privacy Policy