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