Severiano Ortiz presents at LOMA/LIMRA’s 2023 Advanced Sales Forum: Inspired to Make a Positive Difference conference. His session, Life in Another World: Inbound Foreigners and Outbound Americans, focuses on the tax and immigration planning considerations of cross-border individuals and families and how they can use life insurance to solve their liquidity needs. Real world stories will be shared to lay out the various considerations faced by inbound individuals coming to the U.S. and outbound individuals who wish to shed either their U.S. citizenship or long-term permanent resident alien status in the U.S.
Life Office Management Association (“LOMA”) & Life Insurance Marketing and Research Association (“LIMRA”). 2023 Advanced Sales Forum: Inspired to Make a Positive Difference. Chicago, Illinois. August 7 – 9, 2023.