Life Events

A New Child

Sometimes it seems that your child goes from teething to getting a driver’s license in the blink of an eye. The child-raising years are hectic – with a lot of comedy and drama along the way. Be sure to tap the brakes from time to time and plan for your family’s future.


CHECKING YOUR POCKETBOOK

A lot of changes come with welcoming a new child into your family—none more important than making sure your family is financially secure.

  • Do you have enough life insurance now that you have one more person relying on your income?


COLLEGE OR RETIREMENT

Your own financial security is as important to your children’s future as college. You don’t want to run out of money in retirement and have to turn to them for help.
 
  • Don’t automatically put your retirement financial goals on hold to pay for college. Talk with your advisor first.      

  • Students today can turn to grants, aid and scholarships to stay on their feet financially.                                                   

UNEXPECTED EVENTS

Providing for your family in case something happens to you is one of the most important plans you can make.
 
Does your current life insurance policy adequately cover their needs?
 
  • Placing just part of what you’ve saved in single premium life insurance immediately increases the value of your estate, plus your beneficiaries potentially get the life insurance death benefit free of federal income tax.

  • Talk with your advisor about how your life insurance policy can help provide for your family when you’re gone, and what you can do now to help minimize their taxes.


GROW WHAT YOU HAVE

Annuities can help your retirement savings grow and provide guaranteed income when you retire.
  


WATCH WHERE YOU INVEST

Know the tax implications of your investments. You don’t want your beneficiaries to get hit with a lot of taxes.
 

 

TALK TO AN ADVISOR

An advisor can help you. Learn about the value of an advisor.
 
Life Insurance and annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA  98004 and are not available in all U. S. states or any U.S. territory.
 
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.