Foreign Nationals

Foreign nationals

The Foreign Nationals market is large, lucrative and underserved. Foreign Nationals are defined as individuals who were born in countries outside of the U.S. and are not U.S. citizens. Foreign Nationals are exposed to gift and estate taxes which can pose a significant threat to an affluent individual’s legacy, and create a compelling need for proper planning. Life insurance can provide planning solutions for the unique U.S. tax challenges that Foreign Nationals face.

  1. What You Need to Know About Underwriting Foreign Nationals
  2. Foreign National Questionnaire
  3. Gift and Estate Tax Planning for Foreign Nationals