The Foreign National Market
Your passport to the world
The Market
The Foreign National market is large, lucrative, and underserved. In today’s global economy, you may have high-net-worth clients who live abroad, but have ties to the U.S., while seeking strategies to meet their estate- and tax-planning needs.
Success in this market requires a partner that has knowledge and expertise you can rely on to help guide you to sales success. Most Foreign Nationals who own U.S. property are not aware of, or do not consider, the significant tax issues that their families will face if they fail to plan appropriately. Take the next step…
The Strategy
Just as your health is important and requires specialists from time to time, your client’s financial health can also benefit from the right specialists. Life insurance can provide a very compelling strategy when compared to more complex alternatives.
Highland specializes in life insurance. It’s one of our core strengths. It’s how we built industry-leading relationships with insurance companies and spent years honing our expertise in high-end financial strategies.
The Planning Process
1. Discovery
Citizenship and residency
Ownership arrangements
Household structures
Assets and liabilities
Present plans
2. Determination of Needs
Definition and interpretation of needs and goals
Prioritizing and ranking goals
Situational analysis
3. Strategy Development
Cost vs. benefit analysis
Comparison of strategies
Recommendation of the strategy
4. Implementation
Pricing consultations (if applicable)
Logistics management
Completion of documents
5. Follow Through
Monitoring of plan performance
Modification of objectives
Plan amendments