Generate more sales with our comprehensive solutions for Dynasty Trusts.

If you have affluent clients interested in leaving a larger legacy to multiple generations, consider a Dynasty Trust. Life insurance can be effective for asset protection and increasing wealth that passes to beneficiaries over several generations. When life insurance is properly structured in a dynasty trust, assets can work harder for beneficiaries, providing each generation access to trust assets, tax-deferred accumulation and a death benefit paid to the trust free of federal income and estate taxes.

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Maximizing your legacy for multiple generations (brochure)
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Leveraged dynasty trust protects family business for multiple generations
Zero gift tax dynasty trust using private financing

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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.