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Life insurance can help add predictability to your clients’ investment portfolios. When used as an estate-planning tool, life insurance policy proceeds will often yield a more competitive rate of return compared to legacy assets held in a taxable investment. Our Leveraging Alternative Assets resources will introduce a life insurance strategy that can insulate a portion of a client’s investment assets slated for wealth transfer from the markets ups and downs.
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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
Life Insurance Policy Review
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Symetra Life Sales Desk
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