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Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer

Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the UK and the US. Decades ago, the process of getting insured in the US was much simpler, with far fewer options than there are today.

In this episode of We’re The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner, and Mark Maurer - President and CEO of LLIS, discuss the complexities of insurance and annuity products in the United States that often take expatriates by…

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