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...
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
CBS Spotlight
26 minutes
1 month ago
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
This episode highlights Christopher Street Financial, founded in 1981 by Robert Casaletto to serve the unique financial planning needs of the LGBTQ+ community. What began as a bold stand for inclusion has grown into a firm known for empathy, trust, and authentic relationships. Over 40 years later, they remain committed to financial planning that truly understands and supports their clients. Tune in to hear how Mark Lingenfelter and Jamie McGill discuss how Christopher Street Finan...
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...
