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.
Check out these marketing tools to help boost your knowledge and sales.
![]() Ways to generate more sales Maximizing a legacy without giving up flexibility (brochure) |
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.
CASH ACCUMULATION
Premium Financing
Supplemental Income Plan
WEALTH TRANSFER
Annuity Max
IRA Max
Leveraged Credit Shelter Trust
Leveraging Alternative Assets
Life Insurance as an Asset Class
TRUST PLANNING
Benefits of Trust Planning
POLICY REVIEW
Life Insurance Policy Review
BUSINESS PLANNING
Business Planning Concepts
Executive Bonus Plans
Split-Dollar Plans
CONTACT SYMETRA
Symetra Life Sales Desk
1-877-737-3611
Monday - Friday
8 a.m. to 6 p.m. ET
lifesales@symetra.com