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.

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.

“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