Customer Mailing: Deferred RMDs

In February, Symetra Life Insurance Company will send mailings to Symetra annuity clients who elected to defer their 2013 required minimum distributions (RMDs), requesting that they determine how their RMDs should be addressed in the future. The mailing includes a form customers must complete and return to Symetra.   More
February 11, 2014 | by Symetra | RETIREMENT

Classic UL flexibility can help reduce premiums

Symetra Classic Universal Life Insurance can be a smart choice for affluent clients seeking estate-planning solutions. Our new Success Stories series provides real-life examples of how Classic's flexibility and options can deliver more value for your clients. Check them out today.  More
October 01, 2013 | by Symetra | LIFE

Help clients create a predictable legacy with life insurance

When used as an estate-planning tool, a life insurance policy's proceeds will often yield a more competitive rate of return, compared to legacy assets held in a taxable investment. Our new flier explains.  More
September 26, 2013 | by Symetra | LIFE

Compare ‘Certainty vs. Opportunity’ when evaluating fixed indexed annuities

Our new consumer-facing sales piece shows prospects and advisors how to evaluate long-term index performance when considering the purchase of a fixed indexed annuity.  More
August 19, 2013 | by Symetra | RETIREMENT

Our PLEDGE to Help Your Clients Declare Their Income Independence

As a leader in retirement income products, we PLEDGE to provide the service and support you need to help your clients generate dependable retirement income, protect their lifestyle and become more financially independent.  More
July 19, 2013 | by Symetra | RETIREMENT

Help Clients Maximize the Value of A Spousal Lifetime Access Trust (SLAT)

A Spousal Lifetime Access Trust (or SLAT) not only can help clients minimize estate taxes — whether that's a current concern or an anticipated one — it also can provide the beneficiary spouse with a life-long source of discretionary income.  With life insurance, the trust can do even more.  More
June 28, 2013 | by Symetra | LIFE

President's Budget Proposal Sparks Potential Life Insurance Opportunities

Find out how Symetra's IRA Maximization strategy could be an effective asset transfer tool if provisions in the President's 2014 budget proposal are passed.  More
May 28, 2013 | by Symetra | LIFE

Client Mailing: Sign Up for Electronic Funds Transfer

Symetra will send a mailing in May inviting clients to enroll in our electronic funds transfer (EFT) payment option. Learn more and preview the letter and form.  More
May 23, 2013 | by Symetra | RETIREMENT

Simplify FMLA Administration with Symetra’s Managed Absence Program

The Family and Medical Leave Act (FMLA) provides valuable job protection for employees, but administering and tracking FMLA-supported leaves has become an overwhelming task for many employers. Symetra's Managed Absence Program is available for groups with 200 or more employees and provides fully integrated leave administration to help manage the complexities of leave administration and reduce the risk of non-compliance.  More
May 06, 2013 | by Symetra | BENEFITS

Select Benefits: Supplemental and Gap Coverage Post-ACA

Symetra’s Select Benefits limited benefit medical plans can be tailored to create supplemental and gap coverage plans that fit the needs of your clients — even after the Affordable Care Act (ACA).  More
October 29, 2012 | by Symetra | BENEFITS

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