Underwriting
Our responsive underwriting team can assess the risk of any case, offering you efficient and competitive underwriting support so you can close more business faster.
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Speak to your BGA for more information or call MassMutual Strategic Distributors at 1-800-601-9983.
Overview
Don't Miss Our Limited Time Offers!
Just in time for Life Insurance Awareness Month and to help close cases quickly during the second half of 2023, MassMutual is announcing two special limited time offers on term conversion and the Platinum Pass Program that provides new reasons to contact clients and discuss their life insurance needs.
Newsletter
Life Insurance
Underwriting Guidelines
This section includes broker requirements and underwriting guidelines to make decisions regarding prospective clients.
Ordering and Reimbursement of Underwriting Requirements Guide
Life Underwriting Requirements Quick Reference Guide
Preferred Underwriting Guidelines
Financial Underwriting Reference Guide
Private Aviation Guidelines
Updated Retention Limit Guidelines: Professional Athletes, Private Aviation; Super Pool
Foreign Travel Guidelines
Guidelines for Foreign Nationals Living Abroad
Guidelines for Foreign Citizens Living in the U.S.
MassMutual Underwriting Sweet Spots
Underwriting Programs
This section features underwriting program flyers, checklists, and guides.
Platinum Pass Term Overview Flyer
Platinum Pass Term Underwriting Program Eligibility Checklist
Platinum Pass Underwriting Program: In-depth Producer Guide
Express Path Fluidless Program
Special Care Life Underwriting Program
Special Care Life Underwriting Program Resource Guide
Disability Income Insurance
This section features helpful program guides and information needed for the solicitation, writing, and servicing of MassMutual’s disability income insurance business.