Symetra针对高净值外籍人士的三个重要更新

公告

Three Key Updates from Symetra for High-Net-Worth Foreign Clients
(编号:20260507-1 内部文件请保密)

1. 允许客人在海外直接E Delivery,不需要做POA
2. 美国地址可以用P.O Box,唯一需要的美国关联是1万美金或者第一年保费的金额在美国银行存一个月以上
3. 外国人的autobind 提高到$35M,美国当地人的autobind 提高到$50M

Announcement

Notice Regarding IUL Interest Rate Adjustment (Corebridge)
(No.:20260507-1 Internal Use Only)
  • Overseas E-Delivery Now Available
    Clients can now complete e-delivery directly while overseas, without the need for a Power of Attorney (POA).
  • Simplified U.S. Address & Financial Presence Requirements
    A U.S. address may now be a P.O. Box. The only U.S. nexus requirement is maintaining either $10,000 or an amount equal to the first-year premium in a U.S. bank account for at least one month.
  • Increased Auto-Bind Limits
    • Foreign nationals: increased to $35 million
    • U.S. residents: increased to $50 million

American Financial Alliance Corp.
Underwriting Department
5/7/2026

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