Generate more sales with our comprehensive solutions for a Supplemental Income Plan.
Many understand the importance of a life insurance death benefit. However, accessing the policy’s cash value adds another benefit they may have not considered. It can serve as a source of supplemental income in retirement. Even if they’ve planned carefully for retirement by maximizing contributions and diversifying their savings, they may not be certain they’ll have enough savings to maintain their desired standard of living in retirement. If your clients have excess current income and could benefit from additional tax-advantaged income in retirement, they may want to consider a supplemental income plan using life insurance.
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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
Symetra Life Sales Desk
Monday - Friday
8 a.m. to 6 p.m. ET