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.

privacy | terms of use

This page is intended for agents and representatives only and not to inform members of the general public. The information provided in the testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only. Securities by licensed Individuals may be offered through registered Broker/Dealers Investacorp, Inc. (IC) and Securities America, Inc. (SAI), members FINRA, SIPC. Advisory Services may be offered through SEC Registered Investment Advisers Investacorp Advisory Services, Inc. (IAS) and Securities America Advisors, Inc., (SAA). Highland Capital Brokerage, IC, IAS, SAI and SAA are affiliated subsidiaries of Ladenburg Thalmann Financial Services Inc. Not all of the individuals listed on this site are registered to offer securities products or advisory services through IC, IAS, SAI or SAA. IC, IAS, SAI or SAA do not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of IC, IAS, SAI or SAA may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or adviser listed. For additional information, please contact compliance@highland.com. Doing business in California as Highland Annuity & Insurance Services.