Brian Donohue

Non-resident aliens pose some unique challenges for a terminating plan. Most insurance carriers shy away from this risk. Today we have 16 insurance carriers meeting the DOL’s criteria for “safest available annuity provider”. We can leverage our long term relationships with these carriers to produce actual quotations for this risk, not just illustrations. Feel free to call or e-mail John Neison (jneison@octoberthree.com 843.524.2491)to discuss how we can help you.