Sponsored by John Hancock: Navigating Opportunities for Wealthy Global Citizens

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For wealthy global citizens with ties to the US, US life insurance can be an invaluable tool to protect their families and businesses and to help with liquidity for legacy planning. In this engaging session, Carly Brooks will cover:

The state of the global economy and why wealthy global citizens are increasingly interested in US life insurance.
Unique planning challenges for non-citizen spouses
How the Corporate Transparency Act may expose US estate tax liability.
Ownership structures, pitfalls to avoid, and underwriting nuances

Topic(s): Sponsor Sessions
Presenter(s): Caroline Brooks
Session#: FIN2402-102
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 22, 2024

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Presenters

Caroline Brooks

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Sponsored by John Hancock: Navigating Opportunities for Wealthy Global Citizens

Add To Cart

Presenters

Caroline Brooks

Resources

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