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Sponsored Education Online: A World of Opportunity: Planning for Foreign Nationals

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The recommended number of CPE credit hours is: 1

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Original Air Date Archives Level CE Credits*
Tuesday, 01/14/14
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE credit.

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A World of Opportunity: Planning for Foreign Nationals
Archive: $
Total: $
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Program Overview

Foreign Nationals are a growing demographic, and many who regularly visit, do business, or own property in this country are unaware of the potential tax exposure they face. For Foreign Nationals, or someone married to one, issues of gift and estate taxes can be daunting and costly if not properly managed. A survey of recent immigrants to the U.S. with a net worth of $10 million or more found that less than 10% sought financial advice that could minimize U.S. estate taxes. Join us and learn what you need to know to help preserve client assets and minimize transfer taxes for this rapidly growing market.

Attendees Will Learn:

  • Market Opportunity: The size and location of the growing Foreign National population
  • The Importance of Planning: Addressing financial issues and concerns that the client may not even be aware of
  • Simple Solution: The many benefits of life insurance in planning for Foreign Nationals

Featured Speaker:

John Oliver, CLU, ChFC, MBA, is vice president, field development, for Transamerica. John leverages decades of experience in the life insurance industry to develop sales concepts that help producers be better advocates for customers. He provides distributors with guidance on the use of life insurance for legacy planning, elder care and special needs planning, asset protection, premium financing and foreign nationals. A popular lecturer, John has presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants, and has spoken at the Million Dollar Round Table and the American Bar Association: Real Property, Probate and Trust Law Section. His articles on advanced planning with life insurance products have appeared in National Underwriter, Investment Advisor and the Journal of Financial Service Professionals. John received a Bachelor of Science degree in business management from San Diego State University, where he also earned his Masters of Business Administration with an emphasis in finance. He holds CLU and ChFC designations.

John Greenwall, JD, CLU, MBA, consultant, advanced marketing, for Transamerica, draws from his prior experience as a banking law attorney where he counseled business executives and litigated in bankruptcy and tax. Today, he consults with producers on the use of life insurance in various advanced concepts. His expertise includes planning for Foreign Nationals and case design for premium financing and split dollar arrangements. Before coming to Transamerica, John practiced at the banking law firm of Marcin Lambirth LLP. He worked for the United States Bankruptcy Court, the Los Angeles Superior Court, and the Internal Revenue Service while in law school. He also worked for several years in financial services at First Data Corporation and Washington Mutual. John graduated from Harvard University with a Bachelor of Arts degree in Linguistics. He earned his Masters of Business Administration from Pepperdine University, his Juris Doctor from Southwestern Law School, and holds a CLU designation. He is a member of the state bars of California and Nevada.