Foreign Nationals Don’t Have the Home Field Advantage When It Comes to Dealing with IRS

We have witnessed the power of globalization – families are becoming more international, and many of those families have ties to the United States. It’s not a surprise that multicultural markets are the fastest-growing groups in the U.S. life insurance industry¹. However, when we work with foreign nationals, we need to keep in mind that under current U.S. tax law, estate planning can create some specific complications for those families. In order to provide assistance to multinational families with wealth transfer, basic knowledge of the tax rules associated with cross-border interests is critical.

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Join us for this webinar to learn about tax and wealth planning rules and how life insurance could benefit international families with US ties.

Estate Planning – Planning for Foreign Nationals

Presented by Advanced Sales Team
Thursday, June 13
1:00 p.m. ET; 12:00 p.m. CT

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Planning for Foreign Nationals – Chinese

Planning for Foreign Nationals – Spanish

Planning for Foreign Nationals

Foreign Nationals Underwriting Marketing Campaign

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Foreign Nationals Underwriting Campaign

1. Horton, C. (2024) Life Insurance Statistics, data and industry trends 2024, Forbes.
2. The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.