FOREIGN NATIONAL
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Creating insurance solutions for foreign national clients can be complicated. Issues such as translating medical records, completing the paramed and underwriting the client in a non-US country, and unusual estate planning and US federal tax requirements often present obstacles that are difficult to overcome.
The Synchronize Foreign National sales team has the experience and knowledge to help you identify and address your international clients’ wealth protection and transfer concerns using U.S. life insurance planning.
Contact Synchronize Today
800.695.2261
SYNCHRONIZE FOREIGN NATIONAL SALES TEAM
Mario Montalvo, CFP®
Synchronize Vice President Southeast Region & Foreign National Markets
mmontalvo@sbgroupinc.com
Neil T. Howe, CLU®, ChFC®
Advanced Planning Specialist
nhowe@sbgroupinc.com
Carol Keiliiholokai
Senior Case Manager
carolk@sbgroupinc.com
Cathy Montoya
Licensing & Contracting Specialist
cmontoya@sbgroupinc.com
