Professional Advisor Group Consulting

 

 

We help our clients identify, prospect, and onboard Global Citizen clients and centers of influence with qualified non-U.S./international clients who may have or need a life insurance-based solution to meet personal or business planning needs.

 

 

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Leveraging 20-years of experience monitoring changes in local regulations and tax laws in more than 70 countries, we help our clients navigate the challenges associated with international and cross-border life insurance planning. 

 

 

While the U.S. insurance market is highly attractive, Global Citizen clients may not qualify for a U.S. solution and/or products offered in the international market may be more suitable for their unique situation.  We help our clients identify, analyze and source products globally. 

 

 

Planning for Global Citizen clients typically involves two or more jurisdictions; adding complex legal, regulatory and tax considerations. We help analyze each unique client engagement to ensure structuring, policy design, and funding strategy optimize the solution benefits globally.

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There are many nuances and special considerations involved in underwriting and implementing life insurance in the Global Citizen market.  We provide our clients expert guidance to mitigate the pain points and expedite the overall sales cycle. 

 

 

We partner with our clients to prepare professional, customized print and digital material for use in internal firm training, centers of influence and client prospecting and marketing, as well as industry meetings, webinars and speaking engagements.