02
Social Security number (SSN) Eligibility
Document types
Conditions
Eligibility if conditions are met
SSN + eligible US visa
No additional conditions.
Ethos Term – Choice
If your client has both a valid, eligible visa and an EAD, use the visa.
Ethos Protection IUL
Working professionals, spouses of US citizens
If client doesn’t meet other eligibility criteria, they may be routed to:
TruStage™ Advantage Whole Life TruStage™ Guaranteed Acceptance Whole Life
SSN + EAD (no visa)
To qualify for Ethos Term – Choice or Ethos IUL, your client must meet the follo w ing conditions: No intention to travel outside US w ithin t w o years of EAD issue date. M ust have lived in the US for a minimum of 18 months. Under regular US - based medical care, and have visited their physician in the last 18 months.
Ethos Term – Choice
Ethos Protection IUL
DACA recipients, clients changing visas
If client doesn’t meet other eligibility criteria, they may be routed to:
TruStage™ Advantage Whole Life TruStage™ Guaranteed Acceptance Whole Life
SSN only
Not eligible for Ethos Term - Choice or Ethos IUL — client w ill be routed to TruStage™ Advantag e Whole Life
TruStage™ Advantage Whole Life
TruStage™ Guaranteed Acceptance Whole Life
Clients changing visas or a w aiting E AD rene w al
E thos ITIN & V i sa A gent Gu i de
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