Content for Licensed Insurance Agents: Licensed Insurance Agents, who are not Registered
Financial Professionals, should only access data, material and tools that are designed
for the various fixed and/or guaranteed insurance products offered by Symetra which
are not subject to FINRA regulation.
Agents who are not FINRA-registered are not authorized to access the materials related
to products that are subject to FINRA regulation such as variable life insurance
and variable annuities.
Responsibilities Regarding Unauthorized Use: Unauthorized use or attempted access
to the financial professional portion of Symetra.com is prohibited and may be subject
to legal action or sanction.
Please keep your ID and Password secure to prevent unauthorized use.
Limitations to Tax Information: The Symetra.com website does not attempt to provide
more than general U.S. tax information associated with the products and sales materials
discussed herein. This information is written in connection with the promotion or
marketing of the matters addressed on this website. The information cannot be used
or relied upon for the purpose of avoiding IRS penalties. This website and the materials
contained herein are not intended to provide tax, accounting or legal advice. As
with all matters of a tax or legal nature, clients should consult their own tax
or legal counsel for advice.
Special Disclosure Involving Qualified Plans: The federal tax rules applicable to
owners of Contracts under tax qualified retirement plans vary according to the type
of plan as well as the terms and conditions of the plan itself. Contract owners,
participants, and beneficiaries are responsible for determining that contributions,
distributions, and other transactions comply with applicable law. Tax penalties
may apply to transactions with respect to tax-qualified retirement plans if applicable
federal income tax rules and restrictions are not carefully observed. As with all
matters of a tax or legal nature, clients should consult their own tax or legal
counsel for advice.
If you click "Agree" below, you consent to the terms, conditions and limitations
Agreement for Registered Financial Professionals: If you click "Agree"
below, you are certifying that you are a Registered Financial Professional or are
directly supervised by a Registered Financial Professional able to review and use
the entire site and that you agree to the terms and conditions stated above.
Agreement for Licensed Insurance Agents (who are not Registered Financial Professionals):
If you click "Agree" below, you are certifying that you are a duly appointed
licensed agent, but not a FINRA Registered Financial Professional, and that you
agree to limit your access and review to materials related to fixed and guaranteed
insurance products, the sale of which do not require FINRA registration.