Dual Policy Strategy Helps Provide Unparalleled Flexibility
An affluent, 65-year-old retired business owner seeks a tax-efficient wealth transfer strategy. He wants a solution that meets his legacy goals, offers flexibility to respond to future changes in liquidity needs or tax laws, and eliminates ongoing premiums. What’s your solution? Our new sales idea shows how two Symetra UL-G policies equaling the total coverage needed and our optional Return of Premium Rider helped a client get guaranteed coverage and the added control and flexibility he desired. Read more.