Exciting news—Symetra SwiftTerm life insurance can now be owned by businesses, effective Oct. 31! Help your clients secure buy-sell agreements and key-person coverage quickly and easily.
Do your business clients need help securing buy-sell agreements or key-person coverage? We have exciting news for you!
Starting October 31, 2024, Symetra SwiftTerm life insurance is available for ownership by businesses, including corporations, partnerships and LLCs.
To ensure fast processing, it is recommended to have the following information available when starting a SwiftTerm drop ticket:
Starting October 31, 2024, Symetra SwiftTerm life insurance is available for ownership by businesses, including corporations, partnerships and LLCs.
To ensure fast processing, it is recommended to have the following information available when starting a SwiftTerm drop ticket:
- Company name, address and phone
- Date of establishment
- Tax ID number
- Primary signer name, email and relationship to insured
- Primary signer power to revoke (yes or no)
- Beneficiary details, including name, address, phone, DOB, relationship and percent allocated
This enhancement makes SwiftTerm available for all of your clients’ term life insurance needs, including individual, trust and business ownership options.
Interested in learning more? Give us a call (631) 730-8262!
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