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BSMG Blog: Protecting the Future of Families and Businesses

On-Demand Webinar: Estate Planning for Foreign Nationals

Posted by BSMG on 10 Jul 2015

Brokers’ Service Marketing Group and Transamerica Life and Protection, are proud to bring you an illuminating webinar on Gift & Estate Planning for International Citizens.

Watch the on-demand webinar to uncover the international forces in the U.S. that are combining to create exciting life insurance sales opportunities for savvy insurance professionals and estate planners. By watching this webinar, you will learn: 

  • What the most significant tax issues are for foreign nationals with U.S. Assets; 
  • What you absolutely MUST know to operate successfully in this market; 
  • Who the best sources for foreign nationals referrals are, along with how and where to meet them; 
  • How to effectively engage potential foreign national prospects and get THEM to ask YOU for help;
  • Why wealthy and middle-market foreign nationals make excellent life sales prospects; and 
  • Where to get the resources you need to bring your foreign national cases to fruition! 
International Estate Planning Guide - Key Concepts VideoIcon2

Topics: Life Insurance, Asset Strategies, Sales & Prospecting Tools for Advisors, Communication Tips for Advisors, Estate Planning