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Clients who are concerned about the impact of federal income and estate tax on a deferred annuity at death might want to consider gifting all or a portion of their current annuity’s value to a trust and purchasing life insurance. Repositioning annuity assets inside an irrevocable life insurance trust (ILIT) can be an effective solution for maximizing your clients’ legacy.

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Repositioning annuity assets to minimize taxes and maximize your legacy (brochure)
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Life Insurance is issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Life insurance policies and riders are not available in all U.S. states or any U.S. territory. Terms and conditions may vary by the state in which they are available.

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 their tax or legal advisor when reviewing a trust.