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FOREIGN NATIONAL

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Creating insurance solutions for foreign national clients can be complicated. Issues such as translating medical records, completing the paramed and underwriting the client in a non-US country, and unusual estate planning and US federal tax requirements often present obstacles that are difficult to overcome.

The SBG Foreign National sales team has the experience and knowledge to help you identify and address your international clients’ wealth protection and transfer concerns using U.S. life insurance planning.

Contact SBG Today
800.695.2261

Foreign National Insurance

SBG FOREIGN NATIONAL SALES TEAM

Mario Montalvo, CFP®

Mario Montalvo, CFP®

SBG Vice President Southeast Region & Foreign National Markets
mmontalvo@sbgroupinc.com

Neil T. Howe, CLU®, ChFC®

Neil T. Howe, CLU®, ChFC®

Advanced Planning Specialist
nhowe@sbgroupinc.com

Carol Keiliiholokai

Carol Keiliiholokai

Senior Case Manager
carolk@sbgroupinc.com

Cathy Montoya

Cathy Montoya

Licensing & Contracting Specialist
cmontoya@sbgroupinc.com