Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Estimated 4m read
Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Learn how advisors can utilize U.S-based life insurance solutions as a powerful diversification tool for foreign clients

Estimated 4m read
Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Learn how advisors can utilize U.S-based life insurance solutions as a powerful diversification tool for foreign clients

Estimated 4m read
Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Learn how advisors can utilize U.S-based life insurance solutions as a powerful diversification tool for foreign clients

Estimated 4m read
Webinar

Beyond taxes: Insurance as a diversification tool for foreign nationals

Date
Thursday, December 14, 2023
Time
2pm ET / 11am PT
Duration
45 mins
Featuring
Fabian Gonzalez
National Vice President, Multicultural Markets
Symetra
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By Modern Life
December 4, 2023
By Modern Life
Dec 4, 2023
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Summary
1
How to discuss the advantages of U.S life insurance for foreign citizens
2
Prospecting tips, including how to develop a base of referral sources
3
The role that insurance plays in diversifying foreign clients’ portfolios
3

For many producers and advisors, foreign nationals represent a niche client base that require a unique perspective and solutions in order to properly serve.

Join representatives from Modern Life and Symetra for a discussion on how advisors can utilize U.S-based life insurance solutions as a powerful diversification tool for foreign clients. Attendees will gain insights into the growing market of foreign nationals seeking life insurance in the U.S., including finding new opportunities, underwriting and application requirements, and properly addressing client expectations.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
How to discuss the advantages of U.S life insurance for foreign citizens
2
Prospecting tips, including how to develop a base of referral sources
3
The role that insurance plays in diversifying foreign clients’ portfolios
4
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