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Symetra is committed to keeping you up-to-date with the latest regulatory requirements.

If you have questions, or would like to be added to a mailing list to receive regulatory updates, please contact the Life & Retirement Sales Desk at invest@symetra.com or 1-800-706-0700.
 
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TitleCategoryStateAdvisory DateAdvisoryFormsOther
Annual Compliance Reminder - 2014 - NY
Annual Compliance Reminders
New York
4-08-2014
Annual Compliance Reminders - 2014
Annual Compliance Reminders
[ALL]
4-08-2014
Minnesota - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Minnesota
5-29-2013
Kansas - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Kansas
5-24-2013
Michigan - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Michigan
5-24-2013
Idaho - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Idaho
5-03-2013
Annual Compliance Reminder - 2013
Annual Compliance Reminders
[ALL]
4-09-2013
Annual Compliance Reminder - NY - 2013
Annual Compliance Reminders
New York
4-09-2013
Nebraska - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Nebraska
8-01-2012
South Dakota - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
South Dakota
6-18-2012
Utah-Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Utah
5-25-2012
Washington - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Washington
3-09-2012
Connecticut - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Connecticut
1-18-2012
California - Suitability in the Sale of Annuities, Agent Training, and Suitability Addendum
Suitability - Annuities
California
12-29-2011
Alaska - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Alaska
12-28-2011
Hawaii - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Hawaii
12-28-2011
Indiana - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Indiana
12-28-2011
Kentucky - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Kentucky
12-28-2011
Illinois - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Illinois
11-04-2011
Maryland - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Maryland
10-17-2011
South Carolina - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
South Carolina
9-01-2011
Texas - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Texas
8-12-2011
North Dakota - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
North Dakota
7-11-2011
New Jersey - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
New Jersey
6-22-2011
West Virginia - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
West Virginia
6-10-2011
Ohio - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Ohio
5-18-2011
Oregon - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Oregon
5-18-2011
New York - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
New York
5-16-2011
2011 Annual Compliance Reminders - ALL
Annual Compliance Reminders
[ALL]
5-05-2011
2011 Annual Compliance Reminders - NY
Annual Compliance Reminders
New York
5-05-2011
Rhode Island - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Rhode Island
4-25-2011
Wisconsin - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Wisconsin
4-01-2011
Colorado - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Colorado
2-15-2011
District of Columbia - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
District of Columbia
1-04-2011
New York Reg 194 Agent Advisory
Annual Compliance Reminders
New York
1-01-2011
Iowa Rule 191-15, Unfair Trade Practices - Suitability in the Sale of Annuities & Agent Training
Suitability - Annuities
Iowa
11-15-2010
West Virginia Rule 114-11E – Annuity Disclosure
Disclosures/Contracts/Buyers Guides
West Virginia
7-15-2010
West Virginia Rule 114-11E – Annuity Disclosure
Sales to Seniors
West Virginia
7-15-2010
Oklahoma Rule Chapter 25-3-21 – Training and education requirements for the sale of annuities
Training and Education
Oklahoma
7-14-2010
Oklahoma Rule Chapter 25-3-21 – Training and education requirements for the sale of annuities
Sales to Seniors
Oklahoma
7-14-2010
Idaho Senate Bill 1327 – Annuity Disclosures/Contract Summaries & Buyer’s Guides
Disclosures/Contracts/Buyers Guides
Idaho
6-15-2010
Disclosure regarding the federal Defense of Marriage Act (DOMA) and annuities
Disclosures/Contracts/Buyers Guides
New York
5-13-2010
Alabama Rule 482-1-078, Premium Receipt Requirements
Premium
Alabama
4-30-2010
2010 Annual Compliance Reminders - ALL
Annual Compliance Reminders
[ALL]
4-21-2010
2010 Annual Compliance Reminders - NY
Annual Compliance Reminders
New York
4-21-2010
Arkansas Rule 98 – Annuity Disclosures/ Contract Summaries
Disclosures/Contracts/Buyers Guides
Arkansas
3-08-2010
Revised Consumer Privacy Statement - ALL
Privacy
[ALL]
2-12-2010
Revised Consumer Privacy Statement - NY
Privacy
New York
2-12-2010
All Symetra Life Appointed Producers and Advisors in Arkansas
Other
Arkansas
12-01-2009
Florida’s New Suitability Rule for Annuity Sales to Seniors – Statute 627.4554
Suitability - Annuities
Florida
12-01-2009
New Disclosure Requirement Guidelines from the Federal Trade Commission
Disclosures/Contracts/Buyers Guides
[ALL]
11-06-2009
New Disclosure Requirement Guidelines from the Federal Trade Commission - NY
Disclosures/Contracts/Buyers Guides
New York
11-06-2009
Ohio Bulletin 2009-12, Loss of Control of Policyholder Information
Privacy
Ohio
10-26-2009
Virginia Guidance for Agents Developing Privacy Safeguards
Privacy
Virginia
10-26-2009
Wisconsin’s Life Insurance and Annuities Replacement Rule 2.07
Replacements
Wisconsin
10-01-2009
Arkansas Rule 82 Agent Training – Bulletin 11-2009
Agent Training and Education
Arkansas
8-31-2009
South Carolina’s Life Insurance and Annuities Replacement Regulation 69-12.1
Replacements
South Carolina
8-20-2009
Suitability in Annuity Transactions - Arkansas Rule 82
Suitability - Annuities
Arkansas
7-10-2009
Annual Compliance Reminders
Annual Compliance Reminders
[ALL]
4-22-2009
Annual Compliance Reminders - NY
Annual Compliance Reminders
New York
4-22-2009
Suitability in Fixed Annuity Sales - New York
Suitability - Annuities
New York
4-13-2009
New Jersey Bulletin 09-06 - Suitability Notice Requirements
Suitability - Annuities
New Jersey
4-07-2009
Gifts to Insurance Clients or Prospective Clients
Gifts
Connecticut
1-28-2009
New Fully Guaranteed Permanent Plan and 2001 CSO impacts to currently marketed plans
Sales to Seniors
[ALL]
11-28-2008
New Fully Guaranteed Permanent Plan and 2001 CSO impacts to currently marketed plans (FL only)
Other
Florida
11-28-2008
Proper handling of replacements of life policies and annuity contracts
Replacements
[ALL]
9-29-2008
Proper handling of replacements of life policies and annuity contracts - NY
Replacements
New York
9-29-2008
Advertisements by Life/Annuity Producers
Advertising
Arkansas
9-17-2008
Nebraska Life Insurance and Annuities Replacement Regulation 19.000+
Replacements
Nebraska
9-17-2008
Alaska Life Insurance and Annuities Replacement Regulation
Replacements
Alaska
8-22-2008
Missouri Rule 20 CSR 700-1.146 - Recommendations of Annuities or Variable Life Insurance to Customers
Recommendations
Missouri
7-18-2008
Nebraska Bulletin CB-119 Regarding Military Personnel Financial Services Protection Act
Military Personnel
Nebraska
7-18-2008
New West Virginia Regulation for Individual Life Illustrations
Illustrations
West Virginia
7-18-2008
Suitability in Annuity Transactions - Alaska Regulation 3 AAC 26.770
Suitability - Annuities
Alaska
7-18-2008
Suitability in Annuity Transactions - South Dakota Bulletin 08-05
Suitability - Annuities
South Dakota
7-18-2008
Suitability in Annuity Transactions - West Virginia Rule 114-11B-1
Suitability - Annuities
West Virginia
7-18-2008
New State Regulation for Individual Life Illustrations
Illustrations
Minnesota
6-25-2008
New State Regulation for Individual Life Illustrations
Illustrations
Kentucky
6-25-2008
Suitability in Annuity Transactions - Tennessee Rule 0708-01-86
Suitability - Annuities
Tennessee
6-25-2008
Suitability in Fixed Annuity Sales
Suitability - Annuities
[ALL]
6-25-2008
North Carolina Bulletin 08-B-02 - Military Sales
Military Personnel
North Carolina
5-15-2008
Annual Compliance Reminders
Annual Compliance Reminders
[ALL]
5-13-2008
Annual Compliance Reminders - NY
Annual Compliance Reminders
New York
5-13-2008
Replacement of Annuity Contracts
Replacements
Nevada
3-14-2008
Rules Governing Military Sales Practices
Military Personnel
Virginia
2-25-2008
Suitability in Annuity Transactions
Suitability - Annuities
Kentucky
12-21-2007
Rules Governing Suitability in Annuity Transactions
Suitability - Annuities
North Carolina
12-18-2007
Indiana Requirements for Annuity Sales
Suitability - Annuities
Indiana
12-12-2007
Rules Governing Suitability in Annuity Transactions
Suitability - Annuities
Hawaii
12-12-2007
Suitability in Annuity Transactions
Suitability - Annuities
Illinois
12-12-2007
Texas Life Insurance and Annuities Replacement House Bill 2762
Replacements
Texas
12-12-2007
Act Governing Suitability in Annuity Transactions
Suitability - Annuities
Texas
12-10-2007
Nebraska Protection in Annuity Transaction Act
Suitability - Annuities
Nebraska
11-13-2007
Act to protect seniors and the public from unfair heath insurance sales practices
Seniors
Maine
9-25-2007
Montana Suitability in Annuity Transactions Act
Suitability - Annuities
Montana
9-25-2007
Credentials used in marketing to the elderly
Seniors
[ALL]
8-24-2007
Credentials used in marketing to the elderly - NY
Seniors
New York
8-24-2007
Act Governing Suitability in Annuity Transactions
Suitability - Annuities
North Dakota
7-27-2007
Suitability in Annuity Transactions - Rule Chapter 917
Suitability - Annuities
Maine
6-21-2007
Suitability in Annuity Transactions - Regulation 31.09.12
Suitability - Annuities
Maryland
6-12-2007
Nevada Bulletin No. 07-004 - Replacement of Annuity Contracts
Replacements
Nevada
5-31-2007
Florida Information Memorandum OIR-07-08M
Other
Florida
5-15-2007
Annual Compliance Reminders
Annual Compliance Reminders
[ALL]
5-01-2007
Annual Compliance Reminders - NY
Annual Compliance Reminders
New York
5-01-2007
Health Insurance Coverage for Soldiers Returning From Deployment
Military Personnel
Pennsylvania
3-26-2007
Suitability in Annuity Transactions
Suitability - Annuities
Ohio
3-22-2007
Suitability in Annuity Transactions
Suitability - Annuities
Virginia
3-15-2007
Life Insurance and Annuities Replacement Regulation
Replacements
Virginia
3-13-2007
Variable Annuity Suitability Questionnaire
Suitability - Annuities
North Carolina
3-06-2007
Life Insurance and Annuities Replacement Regulation
Replacements
Ohio
2-13-2007
Requirements for Annuity Sales
Suitability - Annuities
Louisiana
12-26-2006
Life Insurance and Annuities Replacement Regulation
Replacements
Maine
12-14-2006
Requirements for Annuity Sales
Suitability - Annuities
Iowa
12-14-2006
Suitability in Annuity Transactions
Suitability - Annuities
Rhode Island
12-14-2006
Suitability Protection in Annuity Transactions
Suitability - Annuities
Alabama
12-14-2006
Requirements for Annuity Sales
Suitability - Annuities
Georgia
12-07-2006
Requirements for Annuity Sales
Suitability - Annuities
Nevada
12-07-2006
WA Fraud Warning
Fraud
Washington
11-30-2006
Replacement Requirements
Replacements
Virginia
10-26-2006
Replacement Requirements
Replacements
Kansas
10-26-2006
Annuity Sales to Seniors
Suitability - Annuities
Nebraska
10-19-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Utah
10-19-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Arizona
10-19-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Michigan
10-19-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Massachusetts
10-19-2006
Requirements for Annuity Sales
Suitability - Annuities
Kansas
10-03-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Colorado
10-03-2006
Requirements for Annuity Sales (Revised 1/07)
Suitability - Annuities
Oklahoma
10-03-2006
Annuity Sales to Seniors
Suitability - Annuities
Delaware
9-11-2006
Annuity Sales to Seniors
Suitability - Annuities
Connecticut
9-08-2006
Annuity Sales to Seniors
Suitability - Annuities
Indiana
9-07-2006
Replacement Form (Life/Annuities)
Replacements
Idaho
9-05-2006
Replacement Regulation
Replacements
Rhode Island
7-21-2006
Annuity Sales to Seniors
Suitability - Annuities
Idaho
6-01-2006
Solicitation Regulation
Solicitation
Pennsylvania
5-26-2006
 ​
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