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. 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. A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for three years and a 3-year surrender charge schedule. 2023 Annuity Educator. WebA Fixed Annuity with a 3-year fixed rate and a 5-year surrender period. Always check the issuing company's website or other public data listings for the latest information applicable to you as actual information may vary. About SymetraSymetra At-A-GlanceSymetra: Customer-Centric And Growth-Oriented Flyer Sumitomo Life And Symetra: Strong And Supportive Parent, Sales toolsHow Does Your Money Grow CalculatorTruist FormsSIMON MarketplacePending ReportLife Insurance Pending ReportAnnuity Pending Report, In-force businessLife Insurance In-force policiesAnnuities In-force contracts, Product trainingRegEd training platformSIMON product training, Contact usSymetra retirement sales desk1-800-706-0700Monday through Friday6 a.m. to 5 p.m., [email protected] retirement wholesaler map. Modified single-premium You purchase your annuity contract with a lump sum of at least $10,000. Annuity Review of the Symetra Select Pro 5 | AnnuityAdvantage This annuity is a premium banded product. WebSymetra Edge Pro, a single premium fixed indexed annuity, has the potential for higher credited interest than a fixed deferred annuity because the interest you earn is based on the future performance of one or more market indexes up to a cap. WebSymetra Select Max is a modified single-premium fixed deferred annuity. Annuity If your benefits include network access, provider search information can be found on the back of your ID card. For more information about our browser support, please check out our browser standards and support page. 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. 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). * WebInterest rates Securities are offered through Symetra Securities, Inc. (SSI). The interest rate you earn will vary depending on the amount of premium you deposit (see Rate Details below). The Product referred to herein is not sponsored, endorsed, issued, sold or promoted by MSCI, and MSCI bears no liability with respect to any such Product or any index on which such Product is based. All rights reserved. PNC - Financial Professionals - Symetra JPMorgan may independently issue or sponsor other indices or products that are similar to and may compete with the JPMorgan Index and the Product. The Not available in all U.S. states or any U.S. territory. Symetra Life Insurance Company is a direct subsidiary of Symetra Financial Corporation. With a focus on women, at-risk youth and housing and homelessness were dedicated to serving the communities where we live and work. JPMorgan makes no representation and gives no warranty, express or implied, to contract owners in or those otherwise taking exposure to the Product. Securities are offered through Symetra Securities, Inc. (SSI). Monday through Friday 6:30 a.m. to 5 p.m. CT. The S&P 500 Index is a product of S&P Dow Jones Indices LLC or its affiliates (SPDJI), and has been licensed for use by Symetra Life Insurance Company (Symetra). S&P, S&P 500, US 500, The 500, iBoxx, iTraxx and CDX are trademarks of S&P Global, Inc. or its affiliates (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Symetra. Lets look at what that means. The Product referred to herein is not sponsored, endorsed, issued, sold or promoted by MSCI, and MSCI bears no liability with respect to any such Product or any index on which such Product is based. Learn More Forms Neither Symetra Financial Corporation nor Symetra Life Insurance Company solicits business in the state of New York and they are not authorized to do so. Symetra is a registered service mark of Symetra Life Insurance Company. Copyright 2004 - 2023 Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. The contract value (which does not reflect any current withdrawal charges); or. Constituents of the Index include certain ETFs. The basics A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for seven years and a 7-year surrender charge schedule. Annuity Review of the Symetra Select Pro 7 | AnnuityAdvantage Neither PIMCO nor any other party involved in, or related to, making or compiling the Index has any obligation to continue to provide the Index to Symetra with respect to the annuity. S&P and SPDR are registered trademarks of Standard & Poor's Financial Services LLC (S&P), iShares is a registered trademark of BlackRock Fund Advisors or BlackRock, Inc. and its subsidiaries, and Russell and Russell 2000 are registered trademarks of FTSE Russell, each an ETF Trademark Owner and collectively, the ETF Trademark Owners. PIMCO does not provide investment advice to Symetra Life Insurance Company with respect to the annuity or to owners of the annuity. A single-premium immediate annuity (SPIA) featuring a variety of payout options. 1All financial figures for Symetra Financial Corporation are reported on a GAAP basis. 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 Symetra Select Max 3 is a deferred multi-year guarantee annuity issued by Symetra Life Insurance Company. During the contracts first year, you can add additional payments of $1,000 or more. In Idaho, contract form number is RSC-0559/ID 3/21. Penalty Free Full Withdrawal Window Available After: 5 years. Member FINRA. 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. In exchange for some downside risk, five market indexes and multiple growth potential and downside protection options provide 40 possible account combinations for different market situations. Annuity Currently, the highest 5 year guarantee period annual yield is 4.25% on premium amounts of $100,000 - $1,000,000. State variations, age restrictions and holding periods may apply. Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. New business applicationsSymetra Swift Submit, 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 toolsHow does your money grow calculatorJPMorgan ETF Efficiente 5 index performance update S&P 500 Index (SPX) Fact sheet Russell 2000 Index (RTY) fact sheet NASDAQ 100 (NDX) index fact sheet MSCI Emerging Markets Index (MXEF) fact sheet PIMCO Equity Fusion Index (PIMEFI) fact sheet PIMCO Equity Fusion Index (PIMEFI) brochurePutnam Dynamic Low Volatility Excess Return Index Fact Sheet Putnam Dynamic Low Volatility Excess Return Index Brochure, Your account dashboard In-force policies and pending report, Contact usSymetra retirement sales desk1-800-706-0700Monday through Friday6 a.m. to 5 p.m., [email protected] retirement wholesaler map. Mailing address is P.O. 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. Growth potential based on three distinct indexes and a fixed account can help take clients' retirement to a higher level. Symetra Custom 5 (3-Year ROP) WebAmerican Pathway Fixed 5 Annuity - No GROP with MVA American Pathway SolutionsMYG 5 American Pathway VisionMYG 5 The Structure Annuity 5 Symetra Select Pro 5 GROP . 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. All Rights reserved, Non-Qualified, IRA, IRA-Roth, and Inherited IRA. Fixed deferred annuities are issued by Symetra Life Atria Wealth Solutions - Financial Professionals - Symetra The Index relies on a variety of publically available data and information and licensable equity and fixed income sub-indices. 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. Plus, 5 Videos To Help You Decide If They Are Right For You. SPDR S&P 500 ETF Trust (SPY ETF), IWM (iShares Russell 2000 ETF), QQQ (Invesco QQQ Trust Series 1 ETF) and EEM (iShares MSCI Emerging Markets ETF) are each a constituent of the PIMCO Equity Fusion Index. The Standard. These activities could have a positive or negative effect on the value of the JPMorgan Index and the Product. Growth potential based on three distinct indexes and a fixed account can help take clients' retirement to a higher level. A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for seven years and a 7-year surrender charge schedule. Prior authorization may be required for certain services. The insurance distributor named in this website is an independent producer who represents multiple companies. Symetra Select ProSM, Symetra Select MaxSM, and Symetra Edge EliteSM are service marks of Symetra Life Insurance Company. Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company. Symetra Select Pro Rate & Reviews - Annuity Educator S&P, S&P 500, US 500, The 500, iBoxx, iTraxx and CDX are trademarks of S&P Global, Inc. or its affiliates (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Symetra. JPMorgan makes no representation and gives no warranty, express or implied, to contract owners in or those otherwise taking exposure to the Product. Before investing, carefully consider the investment objectives, risks, charges, and expenses. How do I verify if my Symetra Select Neither Symetra Financial Corporation nor Symetra Life Insurance Company solicits business in the state of New York and they are not authorized to do so. 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. WebWhat is Symetra Select Pro? Edge Pro helps protect the money youve saved while giving it some opportunity to grow. Symetra Life Insurance Company and First Symetra JPMorgan may independently issue or sponsor other indices or products that are similar to and may compete with the JPMorgan Index and the Product. JPMorgan may independently issue or sponsor other indices or products that are similar to and may compete with the JPMorgan Index and the Product. Growth potential based on three distinct indexes and a fixed account can help take clients' retirement to a higher level. A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3 or 5 years and a 5-year surrender charge schedule. S&P and SPDR are registered trademarks of Standard & Poor's Financial Services LLC (S&P), iShares is a registered trademark of BlackRock Fund Advisors or BlackRock, Inc. and its subsidiaries, and Russell and Russell 2000 are registered trademarks of FTSE Russell, each an ETF Trademark Owner and collectively, the ETF Trademark Owners. See unprotected sample products More products from this carrier and other related links Symetra Life Insurance Company Symetra Edge GPSSM5 A Fixed Indexed Annuity with a 5-year surrender period. In exchange for some downside risk, five market indexes and multiple growth potential and downside protection options provide 40 possible account combinations for different market situations. The SYMETRA LIFE INSURANCE COMPANY (Symetra) has filed a registration statement (including a prospectus) with the SEC for Symetra Trek Plus. WebFirst Symetra Custom 7 is a fixed deferred annuity issued by First Symetra National Life Insurance Company of New York, New York, NY. Symetra is a registered service mark of Symetra Life Insurance Company. Nasdaq, Nasdaq-100, Nasdaq-100 Index are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the Corporations) and are licensed for use by Symetra Life Insurance Company. For more information about our browser support, please check out our browser standards and support page. 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. For more complete information about Symetra and Symetra Trek Plus, you should read the prospectus and other documents Symetra has filed with the SEC before purchasing. Symetra Select ProSM, Symetra Select MaxSM and Symetra Edge EliteSM are service marks of Symetra Life Insurance Company. Symetra is a registered service mark of Symetra Life Insurance Company. Learn more at symetra.com/LearnGO. Life insurance helps protect your family if something happens to you. Links to the most recent versions of popular browsers can be found below. Fixed Annuity Rates Symetra Life Insurance Company 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. Contact our customer service team at 1-800-497-3699. Contact Symetra toll-free at 1-800-796-3872 ext. The reliability of an interest rate with no exposure to market risk. These activities could have a positive or negative effect on the value of the JPMorgan Index and the Product. It can help protect your clients money and provide income to live the lifestyle they want in retirement. Fixed Annuity: Product Name: Symetra Select 3: Symetra Financial provides read more. Each company is responsible for its own financial obligations. We are a pioneer in stop loss insurance and can help cap your risk. GO is a convenient, user-friendly administration tool that allows group policyholders to securely access and manage Symetra Select Benefits policies from anywhere at any time. Symetra and Symetra Edge Plus are registered service marks of 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. Box 34690, Seattle, WA 98124. JPMorgan is under no obligation to continue compiling, calculating, maintaining or sponsoring the JPMorgan Index.