Comprehensive Solutions for High-Net-Worth Global Citizens
The Global Wealthy Citizens Program serves policy owners and/or insureds that are non-U.S. citizens who have a financial nexus to the United States, as well as U.S. citizens who travel abroad for more than 12 weeks per year.
The AIP team will guide you through the process to best match your risk profile with the right insurance programs. Contact us for assistance with the application process.
Opportunities
Term Life Insurance
Provides income replacement and business protection
Cash Value Life Insurance
Offers savings growth and wealth preservation
Living Benefits
Accessible in both U.S. and locations abroad
Estate Tax Solutions
Death Benefit coverage for Estate Tax. Non-residents benefit from a $60,000 exemption
Gifting
Maximize gifting within the $175,000 lifetime limit
Financing
Bank financing available
How AIP Can Help
At Advanced Insurance Planning (AIP), we specialize in developing tailored insurance solutions for high-net-worth clients, helping you protect and grow your wealth. We help you navigate U.S. life insurance options tailored to high-net-worth global citizens.
Let’s secure a financial future that aligns with your international lifestyle and financial goals.
General Eligibility
To qualify for AIP’s Global Wealthy Citizens Program, applicants should meet the following criteria (special circumstances considered):
- Established Financial Nexus to the U.S.
- Application, exam, labs, and EKG completed in the U.S.
- Minimum of $1,000,000 net worth and $25,000 in a U.S. bank account for at least 30 days prior to application.
Limited Power of Attorney forms available for select carriers