Generate more sales with our advanced sales concepts.

Clients can have a variety of financial needs depending on their stages of life. Help provide them solutions for each stage with our advanced sales concepts.


Cash Accumulation

Premium Financing
Concept Brochure
Strategy Flyer
Case submission guidelines
Case submission checklist

Supplemental Income Plan
Concept Brochure
Strategy Flyer
Case Study

Wealth Transfer

Annuity Max
Concept Brochure
Strategy Flyer

Concept Brochure
Strategy Flyer
FAQ Inherited IRAs and the SECURE Act

Leveraged Credit Shelter Trust
Concept Brochure
Strategy Flyer

Life Insurance as an Asset Class
Concept Brochure
Strategy Flyer

Leveraging Alternative Assets
Concept Brochure
Sales Idea Brochure

Spousal Lifetime Access Trust
Concept Brochure
Strategy Flyer

Policy Review

Concept Brochure
Concept Brochure (Trust-owned)


Business Planning

Buy-Sell Agreement Brochure
Executive Bonus Brochure
Key Person Brochure
Split-Dollar Plans Brochure
Loan Regime Split-Dollar Flyer
Symetra One-Year Term Life Fact Sheet

Trust Planning

Concept Brochure
Success Story Brochure



Life insurance is issued by Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. Products 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.

This material is not intended to provide investment, tax or legal advice.

Clients should consult with their tax or legal professional when reviewing a trust.

Why Symetra?
Symetra is a financially strong, well-capitalized company on the rise, as symbolized by our brand icon - the Swift. Swifts are quick, hardworking and nimble—everything we aspire to be when serving our customers.

We’ve been in business for over 60 years, operating on a foundation of financial stability, integrity and transparency. Our focus and commitment is to create retirement, benefits and life insurance solutions that customers need and understand.

Symetra At-A-Glance

Contact Us
Symetra Life Sales Desk
Monday - Friday
8 a.m. to 6 p.m. ET