The Shrinking Survivorship Market
Plan today so your clients are ready for tomorrow With the estate tax exemption reverting to $5 million January 1st, 2026... Learn More
Compelling Alternative to Term Insurance
With its built in Return of Premium Endorsement of 25% starting at the end of year 10, and low cost, long-term guaranteed... Learn More
rain or shine
Getting outside, even during the worst weather, can ultimately alleviate post-holiday financial stress and winter blues. Get more insight in this... Learn More
Maximize Client’s Cash Value
Splitting 1035 funds can be an effective tool to customize your clients’ policies so they can receive more death benefit and... Learn More
Save Two Premiums on 10-pay Whole Life
Reduce your client’s out-of-pocket costs by over 25% on a 10-Pay Whole Life policy, amounting to more than two premiums at... Learn More
First Rate Match Program
As of September 1st, 2023, Symetra will match formal or informal rate class offers from other eligible carriers. The program is... Learn More
dynamic women
Over $10.9 trillion of today’s current assets are controlled by women and it’s expected to grow to $30 trillion by 2030.** ... Learn More
preparing to sunset
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Combine this with... Learn More
Buy Perm & Invest the Difference
We’re all familiar with the old adage – buy term and invest the difference. But what happens when that term is... Learn More
who’s ready for spring break?
If spring skiing/snowboarding in the sun on fresh powder is what you’re after, we’ve got you covered! This spring also brings... Learn More
