Foreign Nationals
Foreign Nationals
Living your best life and leaving a legacy for loved ones is a global aspiration; however, foreign nationals with assets in the U.S. face potentially significant tax challenges. Transamerica has 25 years of foreign national insurance experience and a very experienced international underwriting team. We can help you craft flexible tax strategies for your foreign national clients.
Agent resources about foreign nationals
Tap into these resources to learn more about our foreign national program, how it works, program highlights, eligibility requirements, and most importantly, how it can help your clients keep their legacy intact.
Foreign nationals presentation
Foreign national U.S. estate & gift tax guide
High net worth nonresident foreign national underwriting guidelines
Individual Taxpayer Identification Number enhancements flyer
Large and international cases flyer
Resident foreign national & foreign travel underwriting guidelines
Foreign national Individual Taxpayer Identification Number guidelines
Foreign national client resources
Foreign nationals who regularly visit, do business, or own property in the United States may be unaware of the potential estate tax exposure they may face. Our life insurance solutions can help address this very issue.
High net worth foreign nationals flyer
Estate guide for foreign nationals
Estate planning presentation
Translated resources
Better connect with your audience. Select one of the languages below to view our translated materials to assist with your foreign national clients.
Additional resources
Life insurance could be the most important purchase families ever make. From term to index universal life — and most everything in between — our solutions are well-designed to address the challenges faced by foreign nationals. Because, regardless of where you're from, everyone deserves the opportunity to live their best life. Conveniently access additional client and agent insurance resources here.
Index universal life insurance
Death benefit protection plus cash value accumulation potential. Learn more about our diverse IUL options.
Term life insurance
Learn about our term life insurance options and how they may benefit your clients.
Whole life and final expense products
Explore our whole life products that provide a convenient way to protect loved ones.