Wouldn't your clients like to have a broad range of quality choices for their qualified rollover money?

Whether your clients want to continue saving or start drawing retirement income, Symetra has a solution for their qualified rollovers.

If They Want to Save

• Symetra Focus Variable Annuity.
  Fifteen lower-fee, quality investments from names your clients know and trust.
• Custom 7 Fixed Annuity.
  An interest rate lock period of three, five or seven years, with a seven-year surrender schedule.
• Custom 5 Fixed Annuity.
  An interest rate lock period of three or five years, with a five-year surrender schedule.

If They Want Income

• Symetra Customized Retirement Income Model^SM (CRI). A roadmap to a secure retirement, CRI is an income planning solution that combines guaranteed income with long-term investments. Products that work with CRI or on their own:
  • Advantage Income Annuity.
    Multiple payout choices with annual payment increase option.
  • Income Builder Annuity.
    Ten-year period certain with built-in payment increase in year six.
  • Freedom Income Annuity.
    A guaranteed lifetime income stream for late in life bought today for a fraction of the price.

Contact our TSA team for help capturing the opportunities from the changing 403(b) regulations.

Securities are offered through Symetra Securities Inc., member SIPC. Annuities are issued by Symetra Life Insurance Co. Distribution of the mutual fund retirement program is provided by Symetra Investment Services Inc., 1-800-469-7667. Both companies are located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Products are not available in all U.S. states or any U.S. territories.

Customized Retirement Income Model^SM is a service mark of Symetra Life Insurance Co.

FOR AGENT & ADVISOR USE ONLY

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