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