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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

Foreign National Insurance

SYNCHRONIZE FOREIGN NATIONAL SALES TEAM

Mario Montalvo, CFP®

Mario Montalvo, CFP®

Synchronize Vice President Southeast Region & Foreign National Markets
mmontalvo@sbgroupinc.com

Neil T. Howe, CLU®, ChFC®

Neil T. Howe, CLU®, ChFC®

Advanced Planning Specialist
nhowe@sbgroupinc.com

Carol Keiliiholokai

Carol Keiliiholokai

Senior Case Manager
carolk@sbgroupinc.com

Cathy Montoya

Cathy Montoya

Licensing & Contracting Specialist
cmontoya@sbgroupinc.com

LOCKTON AFFINITY, LLC

PHONE: (800) 695-2261
EMAIL ADDRESS: Info@MySynchronize.com
MAILING ADDRESS: PO Box 410679 | Kansas City, MO 64141

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Lockton-Affinity-Logo-OL-White-200-x-131-110x72

KS OFFICE
10895 Lowell Avenue, Suite 300
Overland Park, KS 66210

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Synchronize insurance services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC in California #0795478.
Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.

Coverage may be provided by an excess/surplus lines insurer which is not licensed by or subject to the supervision of the insurance department of your state of residence. Policy coverage forms and rates may not be subject to regulation by the insurance department of your state of residence. Excess/Surplus lines insurers do not generally participate in state guaranty funds and therefore insureds are not protected by such funds in the event of the insurer’s insolvency.

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