Our
Thinking

Clients who have achieved wealth at a young age may have vastly different life insurance needs than traditional clients. At Life Insurance Strategies Group, we regularly work with clients aged 25 to 45 who have either generated wealth through business or investment growth or who have had recent liquidity events from the disposition of assets or inheritance. Many of these clients have not yet married or started families. Most are not sure what they will be doing the rest of t

My phone rings a lot more these days with U.S. life insurance professionals calling and saying, “I’ve got an opportunity to work with a foreign client. What do I need to know?” Just a couple of years ago, this rarely happened. For years, high net worth foreigners wanted little to do with the United States. Sure, they enjoyed vacationing in the U.S. and sending their children to American schools but did not want to be connected to or tied to the U.S. tax system.  These wealthy