We’re committed to keeping up with your foreign national clients’ needs. That’s why we’re pleased to announce some important enhancements to our high-net-worth foreign national (HNWFN) market program! Updates include:

  • The minimum global net-worth requirement has been lowered to $1 million (from $2 million) for eligible clients.
  • Eligible foreign nationals currently residing in the U.S. for at least five consecutive years under specific visas and/or awaiting approval of a green card are not subject to the $1 million global net-worth requirement.
  • Symetra variable universal life is now also available for juvenile cases.
  • Basic underwriting qualification requirements for eligible clients have been updated:
    • A visa is not required for citizens of countries participating in the U.S. Visa Waiver Program.
    • For citizens of Mexico, a border crossing card is acceptable if the card is not expired. A copy of a border crossing card and a valid passport must be provided with the application.

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Corporate Headquarters:
604 Harper Avenue, Jenkintown, PA 19046 | P: 800.543.5555 / 215.517.4080 | F: 800.343.0804 / 215.517.4087

Miami Office:
3470 NW 82nd Avenue, Suite #670, Doral, FL 33122 | P: 800.683.3077 / 305.908.6700 | F: 800.343.0804

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080.

GBS Insurance and Financial Services, Inc. is not affiliated with The Leaders Group, Inc. You may check the background of investment professionals on FINRA Broker Check

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