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The Foreign Nationals Market

Your passport to the world

________

Contact your Foreign National expert, Manny Ramirez, for more information:
mramirez@highland.com | 949.556.0988

The Market

The Foreign National market is large, lucrative, and underserved. In today’s global economy, you may have high-net-worth clients who live abroad, but have ties to the U.S., while seeking strategies to meet their estate- and tax-planning needs.

Success in this market requires a partner that has knowledge and expertise you can rely on to help guide you to sales success. Most Foreign Nationals who own U.S. property are not aware of, or do not consider, the significant tax issues that their families will face if they fail to plan appropriately. Take the next step…

The Strategy

Just as your health is important and requires specialists from time to time, your client’s financial health can also benefit from the right specialists. Life insurance can provide a very compelling strategy when compared to more complex alternatives.

Highland specializes in life insurance. It’s one of our core strengths. It’s how we built industry-leading relationships with insurance companies and spent years honing our expertise in high-end financial strategies.

The Planning Process

Foreign National Webpage Icons-Discovery

1. Discovery

Citizenship and residency
Ownership arrangements
Household structures
Assets and liabilities
Present plans

Foreign National Webpage Icons-Discovery

2. Determination of Needs

Definition and interpretation of needs and goals
Prioritizing and ranking goals
Situational analysis

Foreign National Webpage Icons-Discovery

3. Strategy Development

Cost vs. benefit analysis
Comparison of strategies
Recommendation of the strategy

Foreign National Webpage Icons-Discovery

4. Implementation

Pricing consultations (if applicable)
Logistics management
Completion of documents

Foreign National Webpage Icons-Discovery

5. Follow Through

Monitoring of plan performance
Modification of objectives
Plan amendments

Contact Manny Ramirez today to learn more about opportunities in the Foreign Nationals market and how we can help you provide the most holistic service to your clients.

Manny Ramirez
mramirez@highland.com
949.556.0988

Read bio

Highland Capital Brokerage is a dynamic life insurance, annuity, longevity planning, and disability insurance distribution company providing innovative protection and income solutions to advisors. We listen. We educate. We support. We do more. We elevate your business as your trusted, planning partner. Contact us today.

Call us: (855) HCB-4YOU or (855) 422-4968

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