Complete one-time required training 

If you are like many advisors serving the high net worth clients, you probably work with or have access to a several people who are non-U.S. residents. The United States has long been a top destination for worldwide millionaires, welcoming 10,000 new global millionaires in 2018 alone. 

One of the most effective ways to use whole life insurance is to purchase a policy for a minor as a way fund a child’s yet-to-be-defined aspirations and secure that child’s financial future.

We continually offer Continuing Education courses, seminars and workshops in the latest strategies.