Foreign National Business

There is considerable interest among our life insurance agents and BGAs in the foreign national marketplace. This is a complicated market to some degree, but once you understand what you need to look for, it becomes easier.

Symetra is a carrier that has truly embraced the high-net-worth, foreign national market and is a fantastic resource. They offer two IULs, a current assumption UL, and term products for this market. They will soon have a VUL available in the coming months. Fabian Gonzalez is a resource for you and is considered an expert in this arena. His contact sheet is listed below along with a link to Symetra’s microsite, which has a plethora of valuable material.
From The Leaders Group’s standpoint, we generally require the following for conducting business with a foreign national:
• Must be a domestic bank as source of funds.
• Must not be on any OFAC list or a Politically Exposed Person, or from a sanctioned country.
• Prefer a U.S. address of business or trust.
• Individual needs a social security number or a W8.

Information:

Thank you,

The Leaders Group, Inc.

Member FINRA / SIPC

For broker use only, not for use with the public. 

The Leaders Group Reaches 1000 Rep Milestone

Littleton, Colorado – Family-owned, independent broker-dealer, The Leaders Group, Inc., surpassed 1000 registered representatives in 2020. Founded in 1994 by Dave Wickersham, The Leaders Group has grown steadily and enjoyed more than 25 years in a constantly evolving and volatile market.

We didn’t start The Leaders Group to be a large firm, but we have always strived to do the right thing. And as a result, we have grown.

Dave Wickersham, Chief Executive Officer and Founder of The Leaders Group

As the #1 distributor broker-dealer in the world for variable life insurance, The Leaders Group maintains a foothold in the industry and ranks fifth in overall insurance revenue in InvestmentNews’ latest annual independent broker-dealer survey. The Leaders Group is also in the top 20 of InvestmentNews’ broker-dealers ranked by pre-tax earnings. Data is collected from firms that participated in the InvestmentNews 2019 IBD surveys.

Back in early 2012, we launched our Road to 1000 initiative, setting what we thought was a nearly unattainable goal of more than doubling the number of affiliated financial professionals. While the strategies and marketing may have changed along the way, I am thrilled that with the hard work of our team and a dedication to ‘doing the right thing,’ we have arrived at this important milestone.

Sean Wickersham, President and Chief Marketing Officer

The Leaders Group has been the preferred broker-dealer for life insurance producers and retail representatives and has also been a leading broker-dealer for private placement insurance and life settlement solutions. The Leaders Group is one of the nation’s only broker-dealers specializing in wholesale brokerage business. With nearly 200 general agents and wholesale organizations, the firm is committed to helping distribute securities and insurance products through BGAs.

The Leaders Group has evolved into a large firm with a small firm feel. I am so proud that our staff treats every representative like a person, not a number. Every person associated with us is a valued financial professional that has contributed to our success.

Jane Riley, Chief Compliance Officer

The overarching motto Doing the right thing is always the right thing guides The Leaders Group’s business operations and decision making. The firm looks to continue thriving as a result of their unique understanding of the industry and flexible accommodation of almost any business model or situation.

About The Leaders Group  
The Leaders Group, Inc. is a national, independent broker-dealer focused on delivering a superior level of customer service. Founded in 1994 by Dave Wickersham, The Leaders Group is one of the nation’s only broker-dealers specializing in wholesale brokerage business, with nearly 200 general agents and wholesale organizations. With the focus of helping to distribute securities and insurance products through BGAs, today we are the #1 distributor broker-dealer of VUL in the world. We continue to be The Premier Broker-Dealer for BGAs™ due to our unique understanding of the industry and our flexible accommodation of almost any business model or situation.  
  
In addition to wholesale business, The Leaders Group has been the preferred broker-dealer for life insurance and retail producers nationwide. We are also a leading broker-dealer for private placement insurance and life settlement solutions. We take pride in supporting your efforts to run your business independently and endorse a client-first mindset, maintaining a high level of accessibility and industry-specific knowledge to fit almost any business model. Our friendly and experienced staff is ready to assist you with building your business.  
  
We are family owned and operate independently from all insurance providers, marketing organizations and other entities. The Leaders Group has enjoyed more than 25 years in the business, excelling in a constantly evolving and volatile broker-dealer market. Our reps are not a number but members of The Leaders Group family.