A Global Solution for Strategic Planning

In today’s fast-changing world, professionals and agencies serving internationally minded clients face a growing need for flexible, compliant, and globally recognized financial solutions.

Offshore life insurance and financial services have emerged as essential tools for advisors, agencies, and broker-dealers working with clients who live, invest, or plan across borders.

At Assembly International, we exist to connect professionals with these tools — enabling them to deliver exceptional value, clarity, and long-term protection for their international clientele.

What Are Offshore Life Insurance and Financial Services?

“Offshore” simply refers to solutions issued or administered in jurisdictions outside the client’s country of residence. These strategies are not about secrecy or avoidance — they’re about structure, legal clarity, diversification, and long-term protection.

Through partnerships with licensed global carriers and respected legal and tax firms, professionals can offer their clients:

• International life insurance solutions (e.g., universal life, PPLI)

• Annuities for retirement planning or legacy income

• Structuring through trusts, foundations, or holding companies

• Compliance-driven cross-border financial tools

• Multi-currency options and asset protection strategies

These solutions are fully reportable, transparent, and regulated — and when designed properly, they provide critical benefits across generations.

Assembly International: Enabling Access, Not Replacing Relationships

Assembly International is not a carrier, agency, or broker-dealer. Instead, we function as a connectivity platform — giving professionals the infrastructure, access, and partnerships they need to serve international clients compliantly and effectively.

• We support agencies, not compete with them

• We enhance existing advisor-client relationships, not replace them

• We bring together international providers, legal structures, and operational resources

• We help professionals expand globally without reinventing their model

Whether you're an independent agent, a large brokerage, or a specialized firm, Assembly makes it easier to serve international clients — with clarity, speed, and support.

Who Can Benefit from These Strategies?

These solutions may be suitable for:

Professional Profile	Client Needs
Life or health agents with international clients	Estate protection, legacy planning, cross-border liquidity
Agencies seeking new global markets	Offshore solutions without needing to build new infrastructure
Broker-dealers expanding internationally	Access to vetted carriers and legal partners
Trust companies, legal advisors, and fiduciaries	Collaboration on globally compliant strategies
Multinational family office consultants	Legacy equalization, generational wealth protection

What Offshore Strategies Typically Include

A compliant offshore solution may feature:

• Life insurance issued in Bermuda, Luxembourg, Singapore, or other top jurisdictions

• Trust or foundation ownership to support multi-jurisdictional planning

• Structured annuities with stable, regulated payout terms

• Multi-currency investment options within the policy

• Integration with CRS, AML, and global tax reporting standards

We help ensure all participating professionals have the guidance, documentation, and support to navigate these structures confidently.

Final Thoughts: Go Further — With the Right Support

The future of financial planning is international. Assembly International exists to help agencies, professionals, and broker-dealers grow into that future with structure and support — not competition or confusion.

By joining Assembly, you stay focused on what you do best — serving your clients — while gaining access to a global network of tools, providers, and expertise.

Let’s help you help your clients — across borders, across generations.