EXPERTIse ISN'T EXPENSIVE - IT'S PRICELESS!

• Do you or your client plan to relocate to the US?
• Are you or your client are already living in the US?
• Do you or your client have assets and an estate in the US?
• Do you or your client have family living in the US? 

If "YES" to any of the above, this page is for you: It is meant to save money, time and headaches for Trust and Estate Practitioners, legal, tax, insurance, and wealth management professionals and non-American nationals to understand if they are eligible to implement US life insurance & annuity solutions that satisfy their US cross-border requirements and needs.

If and when a non-US national needs and meets any 1 of 6 requirements, they might be eligible to purchase US life insurance and annuities to solve their US cross-border tax, wealth-transfer, inheritance and estate planning issues: 

1.  US Residency 

2. US Bank Account 

3. Marriage to a US Citizen or US Legal Resident 

4. Active US Business Engagements & Interests 

5. Valid US Visa 

6. Owning US Real Estate

WARNING: Specifically when accessing and navigating US risk management markets, structuring and underwriting US domiciled life insurance and annuities solutions for non-US residents and non-US citizens through Section 2105 of the US Internal Revenue Code (IRC), it is absolutely essential that you partner and work with an expert very familiar with the IRS Tax Code and US/International Tax Treaties before implementing these solutions. 

There are over 21,000 STEP members in 96 countries and less than one thousand operate in the US. The Trust and Estate Practitioner designation is the global gold standard for cross-border, tax, legal, wealth management, trusts, estate, inheritance and insurance professionals working with high net worth clients that have multi-jurisdictional financial planning needs. I proudly hold the TEP.

To learn more how to navigate US/Global cross-border life insurance and annuity strategies, options and tailored solutions for non-American nationals, let's book an appointment by clicking the button below...