Generate more sales with our comprehensive solutions for Spousal Lifetime Access Trusts.

Trust assets repositioned using life insurance in a Spousal Lifetime Access Trust (SLAT) can minimize estate taxes and provide a non-grantor beneficiary spouse discretionary lifetime income. It’s the best of both worlds: access to trust assets, a greater legacy enhanced by life insurance cash values and ultimately a death benefit free of federal estate and income taxes.

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Maximizing a legacy without giving up flexibility (brochure)
Why add life insurance to a SLAT? (flier)

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Overlooked estate planning strategy using an ILIT provides green light to proceed

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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.