Friday, January 23, 2015
Why foreign nationals married to Americans can be a way to advertise - Foreign National Market
It's been said that love knows no bounds and apparently no boundaries. The number of married couples comprised of foreign nationals and American citizens is significant. This segment of our society is the easiest entry point into the foreign market and a huge opportunity to advertise an adviser's practice online.
You can gift the annual exclusion, currently at $14,000. But it's relatively small (some planners call it the amount that doesn't count.) A relatively unknown financial planning concept is called the "super annual exclusion" is $145,000 from non resident aliens to their American spouses. Many planners in this arena use the $145,000 to leverage the amount to the spouse to purchase life insurance because there is no unlimited martial deduction. This is a planning tactic worth exploring.
Syndicated financial columnist and talk show host Steve Savant interviews foreign market expert Carey Rokovich, CFP, CLU, ChFC. The foreign national market is a large, growing population that faces unique US planning challenges. Foreign national have a significant need for information on financial planning concepts, and desire US dollar denominated products. This series reveals the untapped foreign national market in America. It's a niche segment of our society that could be a significant opportunity for advisers. http://youtu.be/IBLDb8KVXcw
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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