In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to navigate this complex market. Symetra's high-net-worth foreign natio...
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In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to navigate this complex market. Symetra's high-net-worth foreign natio...
Bill Comfort, Part 2, How to have the conversation
CBS Spotlight
22 minutes
1 year ago
Bill Comfort, Part 2, How to have the conversation
We are back with a fresh episode of CBS Spotlight and the second installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss how advisors can prompt a discussion around LTC planning with their clients, specifically exploring how advisors can discuss the clients’ needs, as well as the needs of their paren...
CBS Spotlight
In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to navigate this complex market. Symetra's high-net-worth foreign natio...
