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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.
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SYNCHRONIZE FOREIGN NATIONAL SALES TEAM
Mario Montalvo, CFP®
Synchronize Vice President Southeast Region & Foreign National Markets
Neil T. Howe, CLU®, ChFC®
Advanced Planning Specialist
Senior Case Manager
Licensing & Contracting Specialist