Foreign National Categories - HCB Blog

Family Ties: The Secret to Foreign National Prospecting

May 8, 2019by Austin Jarvis, J.D., MBA in Foreign National

Family

The Foreign National market is large, lucrative, and underserved. But to excel in this market it’s important to qualify clients upfront. The following case study provides an example of how to qualify a prospect and then offer the right solution.

Jessica, 26, recently graduated from UC Berkley with a master’s degree in Software Development. An American citizen both by birth and family ties, she had just accepted a lucrative job from a leading social media company. She has arranged to meet with Susan Smith, her advisor, to start professional financial planning.

Foreign Nationals: A Power-Packed Sales Opportunity Hiding in Plain Sight

April 16, 2019by Michael Sapyta in Foreign National

Have recent changes in estate-tax thresholds made it harder to close larger, permanent-case domestic life insurance sales? If so, now’s the time to consider selling to Foreign Nationals, a vast, lucrative and virtually untapped market hiding in plain sight.

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