Generate more sales with our comprehensive solutions for Leveraged Credit Shelter Trusts.
If your married clients have significant assets, they may already know the important role an irrevocable Credit Shelter Trust (CST) can play in helping to protect and enhance their legacy for future generations. Life insurance can increase the value of your clients’ trust, allowing more assets to pass to beneficiaries.
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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.
Benefits of Trust Planning
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Symetra Life Sales Desk
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