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MAXIMIZING A LEGACY 
 
Your hard work and sound financial decisions have not only provided you with a comfortable retirement, but also the means to gift assets you no longer expect to use to loved ones. It may be time to consider strategies that can help minimize taxes so that more of your legacy dollars pass to future generations.
 
 
ESTATE PLANNING STRATEGIES
 

KNOWING YOUR OPTIONS

Life insurance proceeds typically bypass probate, and in general, transfer to beneficiaries free of both federal estate and income taxes. Your advisor can help you understand how life insurance can play an important role in your own estate plan.

TALK TO AN EXPERT

An advisor can help you. Learn about the value of an advisor.

 
 
Neither Symetra Life Insurance Company, nor the other subsidiaries under Symetra Financial Corporation and its insurance producers and advisors give tax or legal advice.


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Take time to plan for the future.
Protect your investment with life insurance.
Now is always a good time to review your finances.
Leave nothing to chance.
Plan so your money lasts.
Annuities and life insurance play an important role.

 

NEXT STEPS
Talk to an Advisor

 

PRODUCTS TO CONSIDER
Symetra Classic Universal Life

Symetra Universal Life Insurance​

Successor Single Premium Life 



FINANCIAL CALCULATORS
Create your plan for the future 
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