Generate more sales with our comprehensive solutions for IRA Maximization.

A stretch IRA can be an effective tool for increasing the wealth that passes to beneficiaries. With a life insurance policy held inside an irrevocable life insurance trust (ILIT), the stretch IRA can result in a larger legacy and give owners more control over how trust assets are distributed.

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Ways to generate more sales

Repositioning IRA assets to maximize your legacy and control (brochure)
Help your clients reposition IRA assets to maximize their legacy and control (flier)

Success stories

Client sees the benefits of using life insurance to maximize the value of IRA
Client sees the benefits of using life insurance to gain more control of IRA 
IRA Max strategy helps client with concerns over President’s proposal

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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.