Don't Miss the Boat: International Clients are Buying a Lot of US Life Insurance
Speakers: Mary Oliva, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC
Year: 2013
Body of Knowledge:
Estate Planning/Wealth Transfer,
International Planning
Competence: Technical |
Level: Advanced |
Session Rating:
Life insurance for international clients has been heating up and considered by many as a "Blue ocean" opportunity. In fact, with almost $500 million sitting in underwriting, some agents have realized that this is an incredible opportunity that should not be missed - especially in Latin America. However, Latin America is a complex region, comprising 20 different jurisdictions with varied tax regimes, legal and regulatory environments, and cultural histories. Luckily, Oliva has decades of experience assisting high net worth Latin American clients with their tax and estate planning needs. Amoia has spoken for the past five years at numerous conferences on the topic. Together, the speakers will give you the information you need to start working this market.