How a foreign national could benefit from a U.S. IUL policy
May 5, 2015 by Travis M. Burke
Whether one is classified as a resident alien (permanently resides in the U.S.) or non-resident alien (has their primary residence in a country other than the United States), international clients face a number of complex financial planning challenges that could be addressed by the prudent use of a U.S.-based life insurance policy.
Some of their specific concerns are confidentiality, international wealth diversification, political and economic instability, legal protections, currency risk and forced heirship. However, they also have the same needs as many U.S. clients with regards to income protection, buy-sell / key man planning, legacy planning, estate equalization and wealth protection. Click HERE to read article