A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3 or 5 years and a 5-year surrender charge schedule. Symetra Trek Plus is an individual single-premium deferred annuity contract with index Income Edge includes a guaranteed lifetime withdrawal benefit (GLWB) that provides payments that can last a lifetime, with upside potential both before and after withdrawals begin. Links to the most recent versions of popular browsers can be found below. Contact Symetra toll-free at 1-800-796-3872 ext. Please refer to the prospectus for more details. The Index is the exclusive property of PIMCO and is made and compiled without regard to the needs, including, but not limited to, the suitability needs, of Symetra, the annuity, or owners of the annuity. All rights reserved. JPMorgan is under no obligation to continue compiling, calculating, maintaining or sponsoring the JPMorgan Index. All disclaimers referenced in the Agreement relative to PIMCO also apply separately to those entities that are owners of the constituents of the Index. Income Edge with guaranteed lifetime withdrawal benefit, Symetra: Customer-Centric And Growth-Oriented Flyer, Sumitomo Life And Symetra: Strong And Supportive Parent. Select Pro Fixed Deferred Annuity can help serve as a foundation of stability for your retirement portfolio by providing both accumulation and lifetime income options, and also providing for loved ones. SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Alternatively, Symetra or your registered representative will provide the prospectus by request. The interest rate you earn will vary depending on the amount of premium you deposit(see Rate Details below). Fixed annuities are for conservative investors who want safety and guarantees. Links to the most recent versions of popular browsers can be found below. Contract form number is RSC-0536 4/18 in most states. CUSO FINANCIAL SERVICES AND SORRENTO PACIFIC FINANCIAL, Symetra: Customer-Centric And Growth-Oriented Flyer, Sumitomo Life And Symetra: Strong And Supportive Parent, JPMorgan ETF Efficiente 5 index performance update, MSCI Emerging Markets Index (MXEF) fact sheet, PIMCO Equity Fusion Index (PIMEFI) fact sheet, PIMCO Equity Fusion Index (PIMEFI) brochure, Putnam Dynamic Low Volatility Excess Return Index Fact Sheet, Putnam Dynamic Low Volatility Excess Return Index Brochure. Are there single premium immediate annuities offered direct from A++ rated companies. Not available in: NY In Idaho, contract form number is RSC-0536/ID 3/21. Securities are offered through Symetra Securities, Inc. (SSI). Neither the Licensee nor Symetra Edge Elite (individually, the Product) is sponsored, operated, endorsed, recommended, sold or promoted by J.P. Morgan Securities LLC (JPMS) or any of its affiliates (together and individually, JPMorgan). Commissions do not affect our editors' opinions or evaluations. About SymetraSymetra At-A-Glance Symetra: Customer-Centric And Growth-Oriented Flyer Sumitomo Life And Symetra: Strong And Supportive Parent First Symetra At-A-Glance, Sales tools Life Sales Concepts Life Underwriting Requirements and Preferred Guidelines How Does Your Money Grow Calculator JPMorgan ETF Efficiente 5 Index Performance Update Forms, Your account dashboard In-force policies and pending report, Contact usLife Sales Desk 1-877-737-3611 Monday through Friday 8 a.m. to 6 p.m. Copyright 2008-2020, Annuity Digest. Products that work when your employees cant, and life insurance that helps your people protect their people. 22136. Neither PIMCO nor any other party involved in, or related to, making or compiling the Index makes any representation regarding the Index, Index information, performance, annuities generally or the annuity particularly. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S). For more information about our browser support, please check out our browser standards and support page. The JPMorgan ETF Efficiente 5 Index may not be available in all products shown. The Index is a trademark of Pacific Investment Management Company LLC ("PIMCO") and has been licensed for use by Symetra Life Insurance Company (Symetra) in connection with the annuity. The Symetra Select Pro 5 has a full penalty free withdrawal window after 5 years. Promptly Transmit Redefined forward Some Customer Checks The JPMorgan ETF Efficiente 5 Index may not be available in all products shown. Select Pro Fixed Deferred Annuity can help serve as a foundation of stability for your retirement portfolio PIMCO disclaims all warranties, express or implied, including all warranties of merchantability or fitness for a particular purpose or use. The ETF Trademark Owners make no representations or warranties to the owners of products utilizing the PIMCO Equity Fusion Index or any member of the public regarding the advisability of purchasing a product utilizing the PIMCO Equity Fusion Index. Products, features, terms and conditions may vary by state and may not be available in all U.S. states or any U.S. territory. Find highest lifetime income payments and cover your retirement income gap today. Life insurance and annuities are issued and employee benefit plans are insured by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004, and are not available in all U.S. states or any U.S. territory. Trek PlusLike a trek, saving for retirement can be an uncertain journey. Symetra Life Insurance Company Annuities and life insurance are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004, and are not available in all U.S. states or any U.S. territory. Links to the most recent versions of popular browsers can be found below. Such persons should seek appropriate professional advice before making any investment. Would it be advisable to switch from my annuity to another type of investment? Links to the most recent versions of popular browsers can be found below. First Symetra National Life Insurance Company of New York is a direct subsidiary of Symetra Life Insurance Company and is an indirect subsidiary of Symetra Financial Corporation (collectively, Symetra). Please include your name, insurance ID number, phone number, old address and new address. For more information about our browser support, please check out our browser standards and support page. Life and Retirement - Financial Professionals - Symetra Symetra Select ProSM, Symetra Select MaxSM and Symetra Edge EliteSM are service marks of Symetra Life Insurance Company. A single-premium immediate annuity (SPIA) featuring a variety of payout options. The LSE Group does not accept any liability whatsoever to any person arising out of the use of the Product or the underlying data. The Product contract contains a more detailed description of the limited relationship MSCI has with Symetra Life Insurance Company and any related Products. The insurance distributor named in this website is an independent producer who represents multiple companies. Box 34690, Seattle, WA 98124. WebSymetra Select Pro 7 GROP: Fixed Annuity. Some first year yields/rates reflect the fixed rate plus a premium bonus or interest rate enhancement. Fixed deferred annuities are issued by Symetra Life Copyright 2004 - 2023 Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. Symetra Trek Plus can help remove some of the uncertainty. Neither the Licensee nor Symetra Fixed Indexed Annuities (individually, the Product) is sponsored, operated, endorsed, recommended, sold or promoted by J.P. Morgan Securities LLC (JPMS) or any of its affiliates (together and individually, JPMorgan). The Index is the exclusive property of PIMCO and is made and compiled without regard to the needs, including, but not limited to, the suitability needs, of Symetra, the annuity, or owners of the annuity. What to bring to your first meeting with a financial professional, Performance & prospectus for variable products, First Symetra National Life Insurance Company of New York, Symetra Assigned Benefits Service Company (SABSCO). Find highest lifetime income payments and cover your retirement income gap today. Annuities and life insurance are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004, and are not available in all U.S. states or any U.S. territory. Mailing address is P.O. Symetra FTSE Russell is a trading name of certain of the LSE Group companies. In New York, annuities and life insurance are issued by First Symetra National Life Insurance Company of New York, New York, NY. Symetra's products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index. Symetra Select ProSM and Symetra Select MaxSM are service marks of Symetra Life Insurance Company. All rights reserved. Products, features, terms and conditions may vary by state and may not be available in all U.S. states or any U.S. territory. The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Each company is responsible for its own financial obligations. This annuity is a premium banded product. All Rights reserved, Non-Qualified, IRA, IRA-Roth, and Inherited IRA. JPMorgan may independently issue or sponsor other indices or products that are similar to and may compete with the JPMorgan Index and the Product. WebInterest rates Securities are offered through Symetra Securities, Inc. (SSI). A single-premium deferred payout annuity designed to provide guaranteed income later in retirement. SYMETRA LIFE INSURANCE COMPANY (Symetra) has filed a registration statement (including a prospectus) with the SEC for Symetra Trek Plus. Annuitization, Death, Hospitalization, Nursing Home and Terminal Illness, Top Multi-Year Guaranteed Annuity Rates Summary, Deferred Income / Longevity Annuity Quote. Member FINRA. Symetra Trek Plus is a long-term investment designed for retirement purposes. Ask your financial professional or insurance producer if an annuity is right for you. Details on additional penalty waivers can be found in the Penalty Free Withdrawal Provisions section below. Lets break it down. Your benefits are outlined in the Summary of Benefits provided to you at enrollment. Symetra is a registered service mark of Symetra Life Insurance Company. The Current Interest Rates & Caps These documents are available for free by visiting EDGAR at www.sec.gov. Symetra Advisory Edge 5 Symetra Custom 5 (3-Year No ROP) Symetra Custom 5 (3-Year ROP) Symetra Custom 7 (3-Year No ROP) Symetra Custom 7 (3-Year ROP) Symetra Custom 7 (5-Year No ROP) Symetra Custom 7 (5-Year ROP) Fixed Indexed Annuity. Symetra Our suite of voluntary benefits can be customized to meet your budget and coverage goals. Symetra and Symetra Edge Plus are registered service marks of Symetra Life Insurance Company. All disclaimers referenced in the Agreement relative to PIMCO also apply separately to those entities that are owners of the constituents of the Index. We will verify your current address before issuing new cards, so please provide your address when contacting us via phone, fax or email. Payments are accepted in a lump sum or monthly payments up to $1mil without home office approval. Copyright 2004 - 2023 Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. During the contracts first year, you can add additional payments of $1,000 or more. Income Edge includes a guaranteed lifetime withdrawal benefit (GLWB) that provides payments that can last a lifetime, with upside potential both before and after withdrawals begin. Such persons should seek appropriate professional advice before making any investment. The Index is the exclusive property of PIMCO and is made and compiled without regard to the needs, including, but not limited to, the suitability needs, of Symetra, the annuity, or owners of the annuity. Surrender charges may apply to withdrawals during the surrender period. Contract form number is ICC14_RC1 in most states. Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company. Russell, FTSE Russell, and Russell 2000 Index are trademarks of the relevant LSE Group company and are used by any other LSE Group company under license. LPL - Financial Professionals - Symetra 10% Symetra Select Max Symetra Select Pro: 15% Symetra Select Pro with ROP: 15% Symetra Select 3 ROP Advisor Group: 10% Symetra Select 5 ROP Advisor Group: 10% Symetra Select 7 ROP Advisor Group: 10% Showing 9 results . The JPMorgan ETF Efficiente 5 Index may not be available in all products shown. For more information about our browser support, please check out our browser standards and support page. The Product has been developed solely by Symetra Life Insurance Company and is not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the LSE Group). Learn More Forms WebFixed Indexed Annuity With Signature Withdrawal Benefit, an optional Guaranteed Lifetime Withdrawal Benefit Rider. JPMorgan may also transact in assets referenced in the JPMorgan Index (or in financial instruments such as derivatives that reference those assets). The Index is comprised of a number of constituents, some of which are owned by entities other than PIMCO. WebA modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3, 5 or 7 years and a 3, 5 or 7 year withdrawal charge schedule. WebSymetra Select Pro is a modified single-premium fixed deferred annuity. This material is for educational purposes only and is not intended to provide investment, tax or legal advice, or to endorse any particular method of investing. A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3, 5 or 7 years and a 7-year surrender charge schedule. Edge GPS Plus Fixed Indexed Annuity provides growth potential and protection through three distinct indexed account options, a fixed account and the safety of a "floor.". The Index is a trademark of Pacific Investment Management Company LLC ("PIMCO") and has been licensed for use by Symetra Life Insurance Company (Symetra) in connection with the annuity. JPMorgan may also transact in assets referenced in the JPMorgan Index (or in financial instruments such as derivatives that reference those assets). A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3, 5 or 7 years and a 3, 5 or 7 year withdrawal charge schedule. The PIMCO Equity Fusion Index (the "Index") is an equity index that allocates to exchange-traded funds tracking four major equity markets: U.S. large-capitalization equities, U.S. small-capitalization equities, technology-focused equities, and emerging market equities. What to bring to your first meeting with a financial professional, First Symetra National Life Insurance Company of New York, Symetra Assigned Benefits Service Company (SABSCO). None of the ETF Trademark Owners has any obligation or liability in connection with the operation, marketing, trading or sale of the PIMCO Equity Fusion Index. Symetra Trek Plus is a long-term investment designed for retirement purposes. WebSymetra Edge Pro Fixed Indexed Annuity is an individual single premium fixed indexed deferred annuity with a market value adjustment feature. None of the ETF Trademark Owners has any obligation or liability in connection with the operation, marketing, trading or sale of the PIMCO Equity Fusion Index. Contract form numbers for most states are ICC11_RC1 or ICC11_RC1/AI. With three indexed account options and a fixed account,Symetra Edge Frontier can help protect money clients have saved, while also providing opportunity for growth. WebLearn about and compare the Symetra Select 3 fixed annuity from Symetra in the free Annuity Digest product database. Symetra Life Insurance Company A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for seven years and a 7-year surrender charge schedule. The Symetra Select Pro 5 is a deferred multi-year guarantee annuity issued by Symetra Life Insurance Company. For more information about our browser support, please check out our browser standards and support page. Symetra is a registered service mark of Symetra Life Insurance Company. The JPMorgan Index has been designed and is compiled, calculated, maintained and sponsored by JPMS without regard to the Licensee, the Product or any contract owner. Growth potential based on three distinct indexes and a fixed account can help take clients' retirement to a higher level. Such persons should seek appropriate professional advice before making any investment. Before making savings and investing decisions, you should consult a qualified financial professional for more information. Such persons should seek appropriate professional advice before making any investment. Symetra Trek is an individual single-premium deferred annuity contract with index-linked interest options issued by Symetra Life Insurance Company (SLIC).
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symetra select pro fixed annuity