Generate more sales with our comprehensive solutions for Annuity Maximization.

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.

Check out these marketing tools to help boost your knowledge and sales.

Ways to generate more sales

Repositioning annuity assets to minimize taxes and maximize your legacy (brochure)
Which legacy would your clients rather leave? (flier)

Customizable illustrations

Fact finder
Sample illustration
Sample illustration (non-trust)

 

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.