Generate more sales with our comprehensive solutions for Private Financing.

An irrevocable life insurance trust funded with life insurance is recognized as a highly effective vehicle for asset protection and increasing the wealth that passes to beneficiaries. However, for clients who have used up their lifetime gift tax exemption or annual gift tax exclusions; or prefer not to use them to cover the life insurance premium ─ a private financing strategy is worth considering.

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Ways to generate more sales

Leveraging wealth transfer using private financing (brochure)
A flexible planning solution for future generations (flier)

Success stories

LPB Premier pricing creates opportunity for private financing strategy
Zero gift tax strategy using private financing
Trust review creates opportunity for private financing strategy using GRAT
Clients preserve step-up in basis 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.