Drive Opportunities with Foreign Nationals
With our recent update to a limited power of attorney agreement, one of our financial professionals had a client from Brazil looking for life insurance. He had a bank account in the U.S., but only had 80% of the required balance. However, after reviewing his 15-year bank account details, I was able to work with the Underwriting team to offer him coverage. This is a great win and highlights the understanding of the marketplace and our foreign national customers.