WEB_1326_1220-getting started-compass.png

WFG—thank you for partnering with Symetra and AMS. Please refer to this site for important tools and resources you may need to start working with us.

wfg-logo.png wfg-logo.png

Getting appointed

Appointments will stay in pending status until your first application is submitted. Once appointed, you’ll receive a welcome email with your Symetra producer number.

Symetra Appointments through AMS
Create Symetra online pending/in-force business account

Illustration tools

Symetra Life Illustrator is available online or to download. If you're appointed with us, please follow the instructions in our Symetra Partner Portal User's Guide to register for an account and download the software to your computer. If you're not yet appointed with us, you can access our illustration tool without the need to log in here:

Symetra Life illustrator

Please remember to complete all the producer information when running an illustration.

In-force illustration tutorial

Underwriting guidelines and requirements

Guidance on domestic and high-net-worth foreign national (HNWFN) cases, and our Accelerated Underwriting Program.

Domestic case underwriting
HNWFN case underwriting

Submitting new business

All business must be submitted directly to AMS. Applications can be submitted electronically or by paper. Please note that all high-net-worth foreign national cases require paper applications.

Submit iGo electronic applications
Download paper applications
Submit paper applications
Pending case inquiries

Sales and underwriting programs

Learn about our sales and underwriting programs that are designed to keep up with your clients' unique and changing needs.

Life underwriting programs
External Term Conversion Program
Permanent Exchange Underwriting Program
Advanced markets solutions


Product portfolio

We offer a variety of life insurance products and riders to help your clients achieve their goals.

Accumulator Ascent IUL
Protector IUL

Getting policies issued

We provide both hard-copy and electronic options to place your business in force.

How to issue policies electronically


High-net-worth foreign nationals

Get the latest tools and resources for your HNWFN cases.

HNWFN program

Insurance products are offered through the licensed insurance agencies named in this material.

Life insurance is issued by Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004. Not available in all U.S. states or any U.S. territory.

Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company.

Restrictions may apply to Symetra’s sales and underwriting programs and they’re subject to change and/or termination without notice.

The insurance distributors named in this document represents multiple insurance companies.

WEB-1326 10/23

Why Symetra?
We’ve been in business for over 60 years, operating on a foundation of financial stability, integrity and transparency. Our focus and commitment is to create retirement, benefits and life insurance solutions that customers need and understand.

Why Symetra?
Symetra At-A-Glance
Symetra: Customer-Centric And Growth-Oriented Flyer
Sumitomo Life And Symetra: Strong And Supportive Parent


All new business, underwriting and commission questions should be directed to your AMS support team.

Toll Free: 1-800-448-4510
Direct: (225) 930-0315
Your Regional Sales Team

Other Resources

Watch our videos to learn more about Symetra products, programs and sales ideas.