May 16, 2025
Lessons in Life S2, E3: Foreign Nationals
We just released a new episode.
In Season 2, Episode 3: Foreign Nationals, the Advanced Sales team partners with our Underwriting experts to discuss the requirements and benefits of life insurance for foreign nationals.
If you have clients who are neither U.S. citizens nor living in the U.S., did you know that their U.S. federal estate tax exemption is only $60,000? *
The good news is that U.S. life insurance can provide liquidity with great tax benefits.
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National Life Group does not give legal or tax advice. This information is intended to be for educational purposes only. It must not be used as a basis for legal or tax advice and is not intended to be used and cannot be used to avoid tax penalties that may be imposed upon a taxpayer. Client should seek legal and tax advice from their appropriate professional advisor.
* Source: 26 U.S. Code § 2102
