Maximize Client’s Cash Value

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...
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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.** ...
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preparing to sunset

Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017.  Combine this with...
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Estate Planning & Avoiding MECs

The IRS announcement of the new annual exclusion and lifetime exemption taxation has put an added emphasis on this year’s estate planning conversations.
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