Menu

Foreign National

AIN Events: The Latest Developments in the Foreign National Market

Join AIN’s Chief Underwriting Officer, Ken Turscak, and Bill Guterding, SVP and Chief Underwriting Officer at Zurich for a session focused on what has become a rapidly evolving market: Foreign Nationals. We’ll touch on the key underwriting components that underpin these cases as well as the nuances of the underwriting process that can spell success or failure for cases involving foreign nationals.

One Session

Thursday, February 14th

11:00 Pacific

AIN Events: Unlock Foreign National Sales with Global Link Solutions

TA - For AIN BlogForeign Nationals represent a growing demographic in the U.S. and a growth opportunity for any BGA. The key is having the right partner, and rather than “working with Foreign Nationals” Transamerica has become the leading authority in the space.  Join AIN and Mike Thaxton from Transamerica Global Link Solutions as they discuss how an agency can leverage Transamerica’s resources in this space.

One Session

Tuesday, April 21st

11:00AM Pacific

Follow This Link To Register For The Webinar!

AIN Events: Unlock Foreign National Sales with Global Link Solutions

TA - For AIN BlogForeign Nationals represent a growing demographic in the U.S. and a growth opportunity for any BGA. The key is having the right partner, and rather than “working with Foreign Nationals” Transamerica has become the leading authority in the space.  Join AIN and Mike Thaxton from Transamerica Global Link Solutions as they discuss how an agency can leverage Transamerica’s resources in this space.

One Session

Tuesday, April 21st

11:00AM Pacific

Follow This Link To Register For The Webinar!

Transamerica Presents: Gift and Estate Tax Planning for Foreign Nationals

TA - For AIN BlogTransamerica is a serious player in the Foreign National market, with significant resources in two critical areas inside the Global Link Solutions Platform: Underwriting and Advanced Planning. Join Transamerica and Mike Thaxton, Vice President, Transamerica Global Link Solutions, as he discusses recent changes to the planning landscape both here in the U.S. and abroad that impact this growing segment.

Transamerica and LifeHealthPro Present: Gift and Estate Tax Planning for Foreign Nationals

The current tax environment in Washington, D.C., recent changes to tax laws in Mexico and other Latin American countries, and the growing significance of FATCA—along, with growing foreign investment in the U.S. are combining to create exciting life insurance sales opportunities for the savvy insurance professional. Take advantage of this great opportunity and register today to find out how you may be able to increase sales by furthering your understanding of the Foreign Nationals Market with Transamerica.

Gift and Estate Tax Planning for Foreign Nationals

Thursday, March 12, 2015
11:00AM Pacific

Follow this Link to Register for the Webinar

About Mike Thaxton, Vice President, Transamerica Global Link Solutions

With more than two decades of experience closing large, complex life insurance cases, Mike has substantial expertise with advanced case design/presentation strategies and effective premium financing options. More than 100 times a year, Mike speaks to financial services professionals across the U.S. on topics related to planning for foreign nationals, estate planning, and business planning. He is a Certified World Class Speaking CoachTM and teaches financial services and other sales professionals how to develop and deliver powerhouse presentations that generate sales.

Prior to joining Transamerica, Mike was a successful independent life insurance broker and a leading individual life sales producer with three different brokerage organizations. Mike has worked extensively with small-business owners, high-income professionals, and high-net-worth individuals in the U.S. and abroad. He earned a Bachelor of Business Administration degree in accounting from Texas Tech University.

Transamerica Presents: Gift and Estate Tax Planning for Foreign Nationals

TA - For AIN BlogTransamerica is a serious player in the Foreign National market, with significant resources in two critical areas inside the Global Link Solutions Platform: Underwriting and Advanced Planning. Join Transamerica and Mike Thaxton, Vice President, Transamerica Global Link Solutions, as he discusses recent changes to the planning landscape both here in the U.S. and abroad that impact this growing segment.

Transamerica and LifeHealthPro Present: Gift and Estate Tax Planning for Foreign Nationals

The current tax environment in Washington, D.C., recent changes to tax laws in Mexico and other Latin American countries, and the growing significance of FATCA—along, with growing foreign investment in the U.S. are combining to create exciting life insurance sales opportunities for the savvy insurance professional. Take advantage of this great opportunity and register today to find out how you may be able to increase sales by furthering your understanding of the Foreign Nationals Market with Transamerica.

Gift and Estate Tax Planning for Foreign Nationals

Thursday, March 12, 2015
11:00AM Pacific

Follow this Link to Register for the Webinar

About Mike Thaxton, Vice President, Transamerica Global Link Solutions

With more than two decades of experience closing large, complex life insurance cases, Mike has substantial expertise with advanced case design/presentation strategies and effective premium financing options. More than 100 times a year, Mike speaks to financial services professionals across the U.S. on topics related to planning for foreign nationals, estate planning, and business planning. He is a Certified World Class Speaking CoachTM and teaches financial services and other sales professionals how to develop and deliver powerhouse presentations that generate sales.

Prior to joining Transamerica, Mike was a successful independent life insurance broker and a leading individual life sales producer with three different brokerage organizations. Mike has worked extensively with small-business owners, high-income professionals, and high-net-worth individuals in the U.S. and abroad. He earned a Bachelor of Business Administration degree in accounting from Texas Tech University.

Consumer Dynamics with Transamerica – Session II

TE CC Header - 600

Transamerica has developed a treasure trove of resources around consumer sentiment that remain mostly untapped by the BGA community. Their consumer research into buying behaviors and the dominant concerns on the minds of most clients is unparalleled and there is nobody better than Michael Babikian, President and CEO of Transamerica Brokerage, to tell you all about it.  Call participants will come away with:

  • A greater understanding of the unique dynamics of a couple’s joint decision making process and techniques for coaching them through it.
  • Ideas for effectively positioning Long-Term Care and Chronic/Critical Illness Riders to win existing cases as well as find new sales.
  • A thorough understanding of the unique planning concerns that come with foreign nationals, particularly when working with “mixed couples” including one citizen and one foreign national.

This call is critical for any BGA serious about using these resources to educate and train their producers, and creating reasons other than price and compensation for doing business with the agency.

Register for one of the Sessions Now!

Session 1:

Thursday, April 24th
10:00 AM Pacific Time

Follow this link to register for Session 1

Session 2:

Thursday, April 24th
1:00 PM Pacific Time

Follow this link to register for Session 2

Consumer Dynamics with Transamerica – Session II

TE CC Header - 600

Transamerica has developed a treasure trove of resources around consumer sentiment that remain mostly untapped by the BGA community. Their consumer research into buying behaviors and the dominant concerns on the minds of most clients is unparalleled and there is nobody better than Michael Babikian, President and CEO of Transamerica Brokerage, to tell you all about it.  Call participants will come away with:

  • A greater understanding of the unique dynamics of a couple’s joint decision making process and techniques for coaching them through it.
  • Ideas for effectively positioning Long-Term Care and Chronic/Critical Illness Riders to win existing cases as well as find new sales.
  • A thorough understanding of the unique planning concerns that come with foreign nationals, particularly when working with “mixed couples” including one citizen and one foreign national.

This call is critical for any BGA serious about using these resources to educate and train their producers, and creating reasons other than price and compensation for doing business with the agency.

Register for one of the Sessions Now!

Session 1:

Thursday, April 24th
10:00 AM Pacific Time

Follow this link to register for Session 1

Session 2:

Thursday, April 24th
1:00 PM Pacific Time

Follow this link to register for Session 2

Load More