Member Underwriting Services
Operations
Lincoln MoneyGuard
Mutual of Omaha MutualCare
Nationwide CareMatters
OneAmerica Care Solutions
Securian Financial SecureCare
UNDERWRITING GUIDELINE CHEAT SHEETS
- 4506C Guidelines
- Accelerated Underwriting Program Details
- Aviation Guidelines
- Avocation Exclusion Guidelines
- Bankruptcy History Guidelines
- Blood Pressure Guidelines
- BRCA Positive Test Guidelines
- Cancer History Guidelines
- Charitable Giving Guidelines
- Cholesterol Guidelines
- COVID-19 Related Underwriting Changes
- Credit Tax and Bankruptcy Database Checks
- Cryptocurrency Valuation Guidelines
- Diabetes Guidelines
- Domestic Same Sex Partners Insurable Interest
- Driving History Guidelines
- Estate Growth Guidelines
- Executive Concierge Underwriting Programs
- Family History Guidelines
- Financial Supplement Guidelines
- Foreign National Underwriting Guidelines
- Income Replacement Guidelines
- Informal Submission Guidelines
- Inspection Report Guidelines
- Instant Decision Program Details
- Juvenile Face Amount Guidelines
- Key Person Underwriting Guidelines
- Life Settlement History Guidelines
- Limited POA Guidelines
- Marijuana Usage Guidelines
- Medical Requirement Expiration Guidelines
- Military Service Guidelines
- Non-Working Spouse Financial Underwriting Guidelines
- NT Pro BNP Testing Guidelines
- Older Age Rate Class Guidelines
- Opioid Testing Guidelines
- Positive CDT Alcohol Marker Guidelines
- Post Traumatic Stress Disorder Guidelines
- Pregnancy Guidelines
- Premium Ratio Guidelines
- Professional Athlete Guidelines
- QuickQuote Submission Guidelines
- Ratings With Non-Medical FE
- Retention Reinsurance
- Routine Medical Care Requirement Guidelines
- Temporary Insurance Agreement Guidelines
- Tobacco Usage Guidelines
- Transgender Applicant Guidelines
- Table Shave & Healthy Credit Program Guidelines
UNDERWRITING GUIDELINE CHEAT SHEETS
- 4506C Guidelines
- Accelerated Underwriting Program Details
- Aviation Guidelines
- Avocation Exclusion Guidelines
- Bankruptcy History Guidelines
- Blood Pressure Guidelines
- BRCA Positive Test Guidelines
- Cancer History Guidelines
- Charitable Giving Guidelines
- Cholesterol Guidelines
- COVID-19 Related Underwriting Changes
- Credit Tax and Bankruptcy Database Checks
- Cryptocurrency Valuation Guidelines
- Diabetes Guidelines
- Domestic Same Sex Partners Insurable Interest
- Driving History Guidelines
- Estate Growth Guidelines
- Executive Concierge Underwriting Programs
- Family History Guidelines
- Financial Supplement Guidelines
- Foreign National Underwriting Guidelines
- Income Replacement Guidelines
- Informal Submission Guidelines
- Inspection Report Guidelines
- Instant Decision Program Details
- Juvenile Face Amount Guidelines
- Key Person Underwriting Guidelines
- Life Settlement History Guidelines
- Limited POA Guidelines
- Marijuana Usage Guidelines
- Medical Requirement Expiration Guidelines
- Military Service Guidelines
- Non-Working Spouse Financial Underwriting Guidelines
- NT Pro BNP Testing Guidelines
- Older Age Rate Class Guidelines
- Opioid Testing Guidelines
- Positive CDT Alcohol Marker Guidelines
- Post Traumatic Stress Disorder Guidelines
- Pregnancy Guidelines
- Premium Ratio Guidelines
- Professional Athlete Guidelines
- QuickQuote Submission Guidelines
- Ratings With Non-Medical FE
- Retention Reinsurance
- Routine Medical Care Requirement Guidelines
- Temporary Insurance Agreement Guidelines
- Tobacco Usage Guidelines
- Transgender Applicant Guidelines
- Table Shave & Healthy Credit Program Guidelines
UNDERWRITING QUESTIONAIRES
- Alcohol Usage
- Angioplasty
- Anxiety
- Arthritis
- Atrial Fibrillation
- Aviation
- Bladder Cancer
- Breast Cancer
- Cervical Cancer
- Climbing
- Colon Polyps
- Colorectal Cancer
- COPD
- Coronary Artery Disease
- Criminal History
UNDERWRITING QUESTIONAIRES
- Alcohol Usage
- Angioplasty
- Anxiety
- Arthritis
- Atrial Fibrillation
- Aviation
- Bladder Cancer
- Breast Cancer
- Cervical Cancer
- Climbing
- Colon Polyps
- Colorectal Cancer
- COPD
- Coronary Artery Disease
- Criminal History
FINANCIAL UNDERWRITING RESOURCES
FINANCIAL UNDERWRITING RESOURCES
CORE CARRIER BUILD CHARTS
- ANICO Build Charts
- Corebridge Build Charts
- AXA Build Charts
- F&G Charts
- Foresters Build Charts
- Global Atlantic Build Charts
- John Hancock Build Charts
- Legal & General Build Charts
- Lincoln Financial Build Charts
- MassMutual Build Charts
- Mutual of Omaha Build Charts
- Nationwide Build Charts
- New York Life Build Charts
- North American Build Charts
- OneAmerica Build Charts
- Principal Build Charts
- Protective Life Build Charts
- Prudential Build Charts
- Sagicor Build Charts
- Securian Build Charts
- Symetra Build Charts
- Transamerica Build Charts
- Transamerica Build Charts – Final Expense Products
FIELD UNDERWRITING GUIDES
- ANICO Field Underwriting Guide
- Corebridge Field Underwriting Guide
- Equitable Field Underwriting Guide
- F&G Field Underwriting Guide
- Foresters Financial Field Underwriting Guide
- Global Atlantic Field Underwriting Guide
- John Hancock Field Underwriting Guide
- Legal & General Field Underwriting Guide
- Lincoln Financial Field Underwriting Guide
- Lincoln Financial TermAccel Field Underwriting Guide
- MassMutual Field Underwriting Guide
- Mutual of Omaha Field Underwriting Guide
- Nationwide Field Underwriting Guide
- New York Life Field Underwriting Guide
- North American Field Underwriting Guide
- OneAmerica Field Underwriting Guide
- Principal Field Underwriting Guide
- Protective Life Field Underwriting Guide
- Prudential Field Underwriting Guide
- Sagicor Field Underwriting Guide
- Securian Financial Field Underwriting Guide
- Symetra Field Underwriting Guide
- Transamerica Field Underwriting Guide
- Transamerica Field Underwriting Guide – Final Expense Products
FIELD UNDERWRITING GUIDES
- ANICO Field Underwriting Guide
- Corebridge Field Underwriting Guide
- Equitable Field Underwriting Guide
- F&G Field Underwriting Guide
- Foresters Financial Field Underwriting Guide
- Global Atlantic Field Underwriting Guide
- John Hancock Field Underwriting Guide
- Legal & General Field Underwriting Guide
- Lincoln Financial Field Underwriting Guide
- Lincoln Financial TermAccel Field Underwriting Guide
- MassMutual Field Underwriting Guide
- Mutual of Omaha Field Underwriting Guide
- Nationwide Field Underwriting Guide
- New York Life Field Underwriting Guide
- North American Field Underwriting Guide
- OneAmerica Field Underwriting Guide
- Principal Field Underwriting Guide
- Protective Life Field Underwriting Guide
- Prudential Field Underwriting Guide
- Sagicor Field Underwriting Guide
- Securian Financial Field Underwriting Guide
- Symetra Field Underwriting Guide
- Transamerica Field Underwriting Guide
- Transamerica Field Underwriting Guide – Final Expense Products
LONG-TERM CARE/CHRONIC ILLNESS RIDER RESOURCES
LONG-TERM CARE/CHRONIC ILLNESS RIDER RESOURCES
FOREIGN NATIONAL UNDERWRITING RESOURCES
- ANICO Country Codes
- ANICO Foreign National Underwriting Guide
- Corebridge Country Codes
- Corebridge Foreign National Underwriting Guide
- F&G Country Codes
- F&G Foreign National Underwriting Guide
- John Hancock Country Codes
- John Hancock Foreign National Underwriting Guide
- Lincoln Financial Country Codes
- Lincoln Financial Foreign National Underwriting Guide
- MassMutual Country Codes
- MassMutual Foreign National Underwriting Guide
- Mutual of Omaha Country Codes – Contact a CAPS team member
- Mutual of Omaha Foreign National Underwriting Guide
- Nationwide Country Codes
- Nationwide Foreign National Underwriting Guide
- New York Life Country Codes
- New York Life Foreign National Underwriting Guide
- North American Country Codes
- North American Foreign National Underwriting Guide
- Principal Country Codes
- Principal Foreign National Underwriting Guide
- Protective Country Codes
- Protective Foreign National Underwriting Guide
- Prudential Country Codes
- Prudential Foreign National Underwriting Guide
- Securian Country Codes – Contact a CAPS team member
- Securian Foreign National Underwriting Guide
- Symetra Country Codes
- Symetra Foreign National Underwriting Guide
- Transamerica Country Codes
- Transamerica Foreign National Underwriting Guide
- Transamerica Individual Taxpayer ID Number Program Details
FOREIGN NATIONAL UNDERWRITING RESOURCES
- ANICO Country Codes
- ANICO Foreign National Underwriting Guide
- Corebridge Country Codes
- Corebridge Foreign National Underwriting Guide
- F&G Country Codes
- F&G Foreign National Underwriting Guide
- John Hancock Country Codes
- John Hancock Foreign National Underwriting Guide
- Lincoln Financial Country Codes
- Lincoln Financial Foreign National Underwriting Guide
- MassMutual Country Codes
- MassMutual Foreign National Underwriting Guide
- Mutual of Omaha Country Codes – Contact a CAPS team member
- Mutual of Omaha Foreign National Underwriting Guide
- Nationwide Country Codes
- Nationwide Foreign National Underwriting Guide
- New York Life Country Codes
- New York Life Foreign National Underwriting Guide
- North American Country Codes
- North American Foreign National Underwriting Guide
- Principal Country Codes
- Principal Foreign National Underwriting Guide
- Protective Country Codes
- Protective Foreign National Underwriting Guide
- Prudential Country Codes
- Prudential Foreign National Underwriting Guide
- Securian Country Codes – Contact a CAPS team member
- Securian Foreign National Underwriting Guide
- Symetra Country Codes
- Symetra Foreign National Underwriting Guide
- Transamerica Country Codes
- Transamerica Foreign National Underwriting Guide
- Transamerica Individual Taxpayer ID Number Program Details