Generate more sales with our comprehensive solutions for a Sale to a Grantor Trust.

Clients with highly appreciated and income-producing assets could potentially lose a significant portion of their wealth to transfer taxes. Talk to you clients about a sale to a defective grantor trust. When properly structured, selling an asset to a defective grantor trust using life insurance can remove any of the asset’s future growth and income from their estate.

Check out these marketing tools to help boost your knowledge and sales.

Ways to generate more sales

Leveraging wealth transfer using a sale to a grantor trust (brochure)
Transfer assets to future generation in a tax efficient manner (flier)

Success stories

Sale to a grantor trust minimized taxes and maximized wealth transfer
Sale to a grantor trust solved business succession and estate equalization plan
Clients leverage concentrated stock position with a sale to grantor trust strategy

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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.

A sale to a grantor trust is a very complex procedure and may have uncertain tax consequences. Clients should consult their own professional advisors for these services to determine whether the strategies or products discussed in these materials would benefit their particular situation.