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​A NEW CHILD 
 
Sometimes it seems that your child goes from teething to getting a driver’s license in the blink of an eye. The child-raising years are hectic – with a lot of comedy and drama along the way. Be sure to tap the brakes from time to time and plan for your family’s future.


CHECKING YOUR POCKETBOOK 

A lot of changes come with welcoming a new child into your family—none more important than making sure your family is financially secure.
 


SAVING FOR COLLEGE

You’ve heard it before—save early and often. But saving for your child’s college education takes more than that. It takes planning.
 

COLLEGE OR RETIREMENT

Your own financial security is as important to your children’s future as college. You don’t want to run out of money in retirement and have to turn to them for help with your housing or healthcare costs.
 
  • Students today can turn to grants, aid and scholarships to stay on their feet financially. You may find it more difficult if your retirement savings fall short.

  • Don’t automatically put your retirement financial goals on hold to pay for college. Talk with your financial advisor first.                                                                       


UNEXPECTED EVENTS

Providing for your family in case something happens to you is one of the most important plans you can make.
 
Does your current life insurance policy adequately cover their needs?
 
  • Placing just part of what you’ve saved in single premium life insurance immediately increases the value of your estate, plus your beneficiaries potentially get it free of federal income tax.

  • Talk with your financial advisor about how your life insurance policy can help provide for your family when you’re gone, and what you can do to minimize their taxes.


GROW WHAT YOU HAVE


Annuities can help your retirement savings grow and provide guaranteed income when you retire. The death benefit guarantees that your beneficiaries will receive at least as much as you contributed in purchase payments less any prior withdrawals.
  

WATCH WHERE YOU INVEST

Know the tax implications of your investments. You don’t want your beneficiaries to get hit with a lot of taxes.
 


 
TALK TO AN EXPERT

An advisor can help you. Learn about the value of an advisor.
 
Annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA  98004 and are not available in all U. S. states or any U.S. territory.
 
Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company.

 

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 Level Term Life Insurance

Symetra Universal Life Insurance 

Symetra Freedom Income Annuity  



FINANCIAL CALCULATORS
Create your plan for the future 
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