Deals & People July 17, 2007

New Venture for 3 Mark Financial Clients and Symetra Wealth Mgt.

Financial advisers affiliated with 3 Mark Financial will now have access to Symetra Life Insurance Co.’s wealth management product, which helps high net worth clients transfer their assets.

Reported by

Adrien Martin

According to a press release, the financial planning product Symetra Complete Variable Life Insurance features a daily calculation that makes sure customers pay the lowest amount required to cover their life insurance policy’s death benefit.

The funds may be distributed among a variety of sub-accounts to generate investment returns. The premiums can be scheduled to meet specific customer needs and are not mandatory in any given year.

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“Our advisors are always seeking ways to help affluent customers build and protect assets, while still avoiding a heavy income tax burden for heirs,’ said Bill Propper, President of 3 Mark Financial, in the press release.

3 Mark Financial is an independent marketing organization specializing in wealth management, investments, life insurance, annuities and other insurance products.

For more information about Symetra Complete, visit www.symetra.com/complete.