AG Transnational provides consulting services to life insurance companies, banks, financial organizations, law firms, accounting firms, brokerage firms and agent producer groups. Our services range from helping insurance companies enter the off-shore markets to helping professional advisors better serve the needs of their clients with international wealth transfer techniques.

Entering the Market  (for insurance companies & banks)

 

Professional Advisors  (for attorneys, accountants and brokers)

 
  • Understanding the Market
  • Feasibility Studies
  • Formulating Marketing Strategies
  • Developing Distribution
  • Product design
  • Reinsurance
  • Administration Systems
  • Regulatory & Legal Compliance

 
  • Training
  • Regulatory Compliance
  • International Tax Issues
  • Off-Shore Trusts
  • Using insurance products
  • Wealth Transfer Techniques
  • International Estate Planning
  • International Executive Benefits