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Foreign National

General Information for Underwriting Non-Citizens

In today’s global economy, you may have high-net-worth clients who live abroad but have ties to the US and seek solutions to meet their estate and tax planning needs. Success in this market requires a partner with knowledge and expertise you can rely on to help guide you to sales success. DBS has solutions to meet the specialized needs of your noncitizen clients. Whether your client resides in the U.S. or in another country, we have carriers that take on the specialized underwriting challenges often encountered. Click on the links below for more information. (Please note that this list is not comprehensive of all the carriers DBS represents. Some carriers may not be available per your specific selling agreement; please check before moving forward.)

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Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.

Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at:

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