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...
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her investment philosophy. Emphasizing the importance of making an impact beyond just financial gains, she discusses her roles and responsibilities at Kestra and how she fosters relationships with financial advisors to help their clients make informed decisi...
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...
