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No matter what your client's reason for receiving income, Symetra Life's systematic withdrawal programs give them the flexibility and convenience they need. With these programs, they can choose from a number of payment options that are backed by our President's Guarantee.

Systematic Withdrawal Income Plan (SWIP®) - for qualified contracts
SWIP allows access to their money when they need it, without penalties in most instances, even in their early years.
Client Approved Fact Sheet  

Illustrate

SWIP Distribution Option Form - (application for clients who own a Symetra
deferred annuity)
Early Retirement? Learn About the 72(t) Exception.
Products with SWIP option:
Variable Annuities Fact
Sheet 
Learn
more
Forms/
Applications
Spinnaker

Spinnaker Advisor

Spinnaker Choice
Go Visit the Product Page Go
Fixed Annuities Fact
Sheet 
Learn
more
Forms/
Applications
Custom

Select

Secure

Preference FP
Go Visit the Product Page Go

FLEX Income - for non-qualified contracts
FLEX Income gives your clients a choice regarding when taxes are paid on the distributions from their annuity.
Client Approved Fact Sheet  

Quote – Contact the sales center at invest@symetra.com or (800) 706-0700.

Flex Income Distribution Option Form - (application for clients who own a
Symetra deferred annuity)
Products with FLEX income option:
Variable Annuities Fact
Sheet 
Learn
more
Forms/
Applications
Spinnaker

Spinnaker Advisor

Spinnaker Choice
Go Visit the Product Page Go
Fixed Annuities Fact
Sheet 
Learn
more
Forms/
Applications
Custom

Select

Secure
Preference FP
Go Visit the Product Page Go
Income Option Finder 
Income Options Comparison Fact Sheet  




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