The collaboration combines Symetra’s product innovation with 3 Mark Financial’s extensive distribution network, making it easier for customers to use Symetra Complete for their wealth transfer needs. Formed in 1997, 3 Mark Financial is an independent marketing organization specializing in wealth management, investments, life insurance, annuities and other insurance products.
"Our advisors are always seeking ways to help affluent customers build and protect assets, while still avoiding a heavy income tax burden for heirs," said Bill Propper, President of 3 Mark Financial. "Symetra Complete is a unique asset management vehicle that achieves these objectives. It offers us a wealth management solution that, until recently, was simply not available."
Different than traditional life insurance, Symetra Complete is a dynamic financial planning tool that blends the tax-efficient wealth transfer benefits of life insurance with the financial growth associated with an annuity. The product features a unique daily calculation that ensures customers pay only the minimum amount required to cover their life insurance policy’s death benefit — making it one of the most cost-effective wealth transfer solutions on the market. Funds may be distributed among a variety of sub-accounts to generate investment returns. In addition, premiums can be scheduled to meet specific customer needs and are not mandatory in any given year.
More information about Symetra Complete is available at www.symetra.com/complete.
1 An approved FutureSystemTM Life Model design. Patent Pending.
2 Source: Total GAAP assets per financial statements of March 31, 2007.
Before investing, carefully consider the investment objectives, risks, charges and expenses. This and other information is contained in the contract prospectus and the underlying portfolio prospectuses. Please call or write your Registered Representative or Symetra for free copies of the prospectuses and read them carefully before investing.
Securities are offered through Symetra Securities, Inc., member SIPC. Symetra Complete Variable Life Insurance and Symetra Complete Advisor Variable Life Insurance products are issued by Symetra Life Insurance Company. Both companies are located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Policy form number for most states is L-9971 6/06. Products are not available in all U.S. states or any U.S. territories. Please call 1-800-796-3872 for availability.
