General guides and tools for fast and successful underwriting.

Articles (4)

Life Underwriting Requirements Guide

Review the following sources so you can set expectations with your clients during the application process.

Pending Business Guidelines

A best-practices guide to help you help us get your business paid more efficiently for you and your clients.

The Underwriting Experience

To help you prepare for the next steps in underwriting process, please review the requirements on our resource here.

Voluntary Authorization to Release Information

The purpose of this form is to authorize Massachusetts Mutual Life Insurance Company (“MassMutual”) to
release information, including non-public personal health and financial information, about the Proposed Insured (also referred to as “I” or “me” or “my”) to the Agent or Broker who submitted an application to MassMutual on my behalf and/or the General Agency with whom the Agent or Broker is contracted (collectively the “Agent/ Broker/Agency”) and to be used as described on the PDF.