Sales Idea: Annuities for Foreign Nationals

April 2, 2024

Did you know we offer annuities to foreign nationals working for a U.S. company? We offer a variety of options to best fit your client’s needs. 

Getting started is simple, here’s the requirements:

  • Have a U.S. address and a U.S. Tax Identification Number.
  • Fund the annuity with U.S. money.
  • Submit a paper application, signed in the U.S.
  • Producer must be licensed in the state where the application is signed.
  • Provide IRS form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Submit form W-8BEN with your new business paper application. You will need to update this form every three years that the policy remains in-force. 

If you have any questions about annuities for foreign nationals, call our Sales Support team at 800.378.4578.

Sales Idea Flyer

Download this flyer to help foreign national clients.

Annuities for Foreign Nationals flyer

Annuities for Foreign Nationals

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