President John F. Kennedy, “Every aspect of the American economy has profited from the contributions of immigrants.”
Are you a single foreign national, or are you married to a non-U.S. citizen and have large real estate holdings or a business? You might be exposed to a large estate tax bill. Let’s talk about how to potentially reduce or eliminate it.
Please consider whether or not you fall into one of the following three categories:
A) U.S. Citizen or green card holder (spending more than 6 months outside of the U.S. annually).
B) Non-U.S. citizen without a green card who owns property or a business in the U.S.
C) Non-U.S. citizen without a green card that lives in the U.S. full-time.
If you fall into one of those three categories, AND meet certain financial requirements AND are from one of the countries on our approved countries list, then we should have a discussion about how life insurance can benefit you and your family.