Life Insurance Planning

Calculator Debt Payoff How much money is needed to pay off the mortgage, car loans, credit cards, student loans and other debts? Total Debt $ Income Replacement How many more years do your dependents need to rely on your income? Current Annual Income $ Number of Years    Education How much money is needed for your beneficiaries to complete their education? Annual Expenses $ Number of Education Years    Number of Beneficiaries    Final Expenses How much money is needed to pay for medical, legal and funeral costs, including burial or cremation and other services? Final Expenses $ Other Additional Expenses $ Existing Benefits What is your estimated amount of Social Security survivors benefits? Monthly Benefit $ Number of Benefit Years    Investment Assets What are your estimated after-tax assets? This includes savings accounts, retirement plans, stocks, bonds and annuities. Estimated After-Tax Assets $ Existing Life Insurance What is the current amount of insurance you have through your employer and your individual life insurance policy(s)? Current Amount of Life Insurance $

This information is intended to help you analyze your financial needs, based on the information you provide. This service shall not imply that the company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information.

Symetra life insurance is issued by Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004, and is not available in all U.S. states or any U.S. territory.

In New York, life insurance is issued by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address is PO Box 34690, Seattle, WA 98142.

The above quote provides the estimated life insurance protection you may need based on the information provided and is not an offer for insurance. Eligibility for coverage and premium amount is subject to the underwriting of the application.

Guarantees and benefits are subject to the claims-paying ability of the issuing life insurance company.

Symetra Life Insurance Company and First Symetra National Life Insurance Company of New York are subsidiaries of Symetra Financial Corporation.

Symetra Life Insurance Company and Symetra Financial Corporation do not solicit business in the state of New York and are not authorized to do so. Each company is responsible for its own financial obligations.

This material is not intended to provide investment, tax or legal advice.

Copyright © 2004 - 2021 Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004.
All rights reserved. Symetra® is a registered service mark of Symetra Life Insurance Company.