Socios de Compañías Aseguradoras de Confianza
Explora oportunidades de ingreso al mercado
Analiza los aspectos legales y fiscales de cada país
Tanto si asesora a particulares como a familias con residencia en el extranjero, es fundamental comprender el marco legal y fiscal de cada país. Seleccione un país a continuación para acceder a una visión general estratégica que, le permita planificar con conocimiento de causa.
Norteamérica, Centroamérica y Sudamérica
Obtenga panoramas de mercado gratuitos
Para explorar regiones e ideas adicionales, ingrese su correo electrónico para acceder.
Aviso legal: La información proporcionada tiene fines informativos generales. No debe interpretarse como asesoramiento fiscal, legal ni financiero. Se recomienda a los asesores y clientes consultar con profesionales calificados antes de tomar cualquier decisión.
clientes internacionales atendidos
países cubiertos
años de experiencia global
cobertura global total
Diseñado para un alcance global
Con más de 35 años de experiencia global, IWP impulsa a los agentes a lograr el éxito internacional, respaldado por estrategias, herramientas y conocimientos que lo distinguen.
El punto de referencia de las principales agencias y agentes para soluciones globales
Ganancias Premium. Casos Simplificados
Soporte personalizado para casos y modelos de alta comisión: crezca con mayor rapidez y menos complicaciones.
Elite Global Carrier Access
Aseguradoras internacionales de alto prestigio. Contratos directos y soluciones competitivas con moneda de negociación en dólares.
Enfoque Centrado en el Agente. Diseñado para Escalar.
CRM personalizado, sistemas de incorporación y flujos de trabajo de cumplimiento normativo diseñados para el crecimiento global.
Estrategia Comprobada + Mentoría
Evite el método de prueba y error. Capacitación, mentoría y planes de ingreso al mercado perfeccionados a lo largo de décadas.
Prioridad al Cumplimiento Normativo, Diseñado para su Tranquilidad
Desde la entrada al mercado hasta la estructuración, nuestro equipo garantiza claridad, confianza y protección.
¿Listo para expandirse globalmente… juntos?
Socios en su expansión global
Ya sea que sea un agente independiente, una agencia establecida o un socio de referencia, IWP le ofrece orientación estratégica, herramientas integrales y claridad normativa para expandirse con confianza a nivel internacional.
Soluciones para cada nivel de asociación
Descubre cómo IWP potencia a agentes, agencias, asesores e instituciones para alcanzar el éxito en todos los mercados
Testimonials
Working with Mary Oliva is always a rewarding experience for Private Clients and their advisors. Her deep technical knowledge of Private Client solutions, paired with her distinguished network of clients and unparalleled recognition in our industry, makes International Wealth Protection a key ally for world-class families and top technically oriented Private Client organizations.
Mary’s service was invaluable to me and my family as we navigated the purchase of life insurance, which, from the outside, is a complex and difficult-to-understand process and product. On the execution side, Mary, together with her team, was equally impressive, providing logistical support and constantly following up in real time to make sure I was being taken care of properly.
While I’ve only worked with Mary and the team at International Wealth for a few months, they’ve demonstrated a level of expertise in their market that is differentiated in the industry. If you need to navigate the complicated high-net-worth foreign national market, this is your team. Their depth of knowledge in the space, ability to package difficult cases, and key relationships with the carriers that matter are just what you need to get business across the finish line.
Mary’s professionalism, knowledge about products, knowledge about local regulatory requirements, vast experience, and attention to detail have placed her in a unique position. Her name is a point of reference in countries in Latin America where offshore life insurance products are available.
As a senior officer with two major life insurance companies, I have known Mary Oliva for over ten years and have found her to be one of the most knowledgeable and capable brokers working in the Latin American market. Her expertise in wealth transfer strategies, multi-jurisdictional taxation, insurance product design, and insurance product selection ensures that Mary’s clients are always in a better position after having worked with her.
Since our first contact with Mary five years ago, she has been helping our clients with insurance solutions ranging from simple to very sophisticated ones, always with great care and dedication to bring the best options. This is the kind of partnership that creates value for our clients, and we want to keep it for many years.
Mary and her team provide critical strategic partnership in meeting our clients’ risk management needs, with her keen insight and deep expertise in positioning appropriate solutions — from the complex to the basic. In a post-CRS world, status quo doesn’t stand a chance in getting the job done.
Throughout my career in the international life insurance market, I had the pleasure, as an executive of a life insurance company, of learning so much from Mary’s quality international cases. Mary is dedicated to ensuring she provides quality insurance-based solutions for her complex and diverse clients. The international life insurance market is fortunate to have such a competent and professional adviser.
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