Generate more sales with our comprehensive solutions for Trust Planning.
While many clients will likely fall below the established exclusion amounts for estate taxes, there are still many reasons why they should consider the tax benefits of trusts funded with life insurance for their estate planning needs. Trusts are used not only for the reduction of taxes, they remain essential planning tools for individuals and couples looking to efficiently transfer assets. Talk to your clients about the many reasons why they may want to move assets into a properly designed trust.
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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.
Life Insurance Policy Review
Symetra Life Sales Desk
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