Generate more sales with our comprehensive solutions for IRA Maximization.
If your clients own a traditional or Roth IRA and won't be relying on it for their retirement income needs, they may want to consider supplementing their wealth transfer plan with an IRA maximization strategy using life insurance held inside an irrevocable life insurance trust. Using IRA distributions inside a life insurance trust can be a highly effective tool for increasing the wealth that passes to their beneficiaries.
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Maximizing IRA distributions to increase your legacy and control (brochure)
Life Insurance is issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Policies and riders are not available in all U.S. states or any U.S. territory. Terms and conditions may vary by 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 professional when reviewing a trust.
Benefits of Trust Planning
Life Insurance Policy Review
Symetra Life Sales Desk
Monday - Friday
8 a.m. to 6 p.m. ET