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Portfolio Changes 2008 |
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Between April and November 2008, many of your clients received various communications regarding their Symetra variable annuities and variable life insurance. These range from the addition of new portfolio(s) and routine prospectus supplement mailings to notifications of fund manager or portfolio changes. To help ensure you have the information you need to answer questions, we periodically update this site. Please check back often as we will update it as new communications are completed. |
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Variable Annuity Product or Variable Life Policy Supplements |
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Communication Piece  |
Date |
Audience |
Description |
American Century VP Balanced Fund
(November 14, 2008)
American Century VP Inflation Protection Fund (November 14, 2008)
JPMorgan Insurance Trust Core Bond Portfolio Class I (November 18, 2008)
JPMorgan Insurance Trust Government Bond Portfolio Class I (November 18, 2008)
JPMorgan Insurance Trust Intrepid Mid Cap Portfolio Class I (November 18, 2008)
JPMorgan International Equity Portfolio (November 18, 2008)
JPMorgan Mid Cap Value Portfolio
(November 18, 2008)
JPMorgan Series Trust II Bond Portfolio Class I (November 18, 2008)
JPMorgan U.S. Large Cap Core Equity Portfolio (November 18, 2008)
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November 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
DWS Capital Growth VIP - B Shares
(October 27, 2008)
DWS Global Opportunities - B Shares
(October 27, 2008)
DWS Global Thematic - B Shares
(October 27, 2008)
DWS International VIP - A Shares
(October 27, 2008)
DWS International VIP - B Shares
(October 27, 2008)
DWS Money Market VIP (October 16, 2008)
DWS Money Market VIP Variable Series II (October 27, 2008)
DWS Small Cap Index - A Shares
(October 27, 2008)
Fidelity VIP Money Market Portfolio - Initial Class (October 6, 2008)
Fidelity VIP Money Market Portfolio - Service Class 2 (October 6, 2008)
Templeton Global Income Securities Fund (October 8, 2008)
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October 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
American Century VP Value Fund - Class I
(September 2, 2008)
Summit Balanced Index Portfolio
(September 15, 2008)
Summit EAFE International Index Portfolio
(September 15, 2008)
Summit EAFE International Index Portfolio - Class F (September 15, 2008)
Summit Lehman Aggregate Bond Index Portfolio
(September 15, 2008)
Summit NASDAQ 100 Index Portfolio
(September 15, 2008)
Summit Russell 2000 Small Cap Index Portfolio
(September 15, 2008)
Summit Russell 2000 Small Cap Index Portfolio - Class F (September 15, 2008)
Summit S&P MidCap 400 Index Portfolio
(September 15, 2008)
Summit S&P MidCap 400 Index Portfolio - Class F (September 15, 2008)
Neuberger Berman AMT Guardian Portfolio (September 30, 2008)
Neuberger Berman AMT Mid Cap Growth Portfolio (September 30, 2008)
Neuberger Berman AMT Regency Portfolio (September 30, 2008)
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September 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
DWS Balanced VIP (August 19, 2008)
DWS International VIP (August 19, 2008)
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August 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
AIM V.I. Capital Development Fund
(July 30, 2008)
Dreyfus VIF Quality Bond Portfolio
(July 1, 2008)
Dreyfus Family of Funds (July 17, 2008)
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July 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
Templeton Global Income Securities Fund (6/16/2008)
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June 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
Fidelity VIP Asset Manager Portfolio (4/30/2008)
Fidelity VIP Asset Manager: Growth Portfolio (4/30/2008)
Fidelity VIP Index 500 Portfolio (4/30/2008)
Fidelity VIP Investment Grade Bond Portfolio (4/30/2008)
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April 2008 |
Current and Prospective Clients |
Supplements relating to variable annuity product or variable universal life policy. |
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