Continuing Education

CONTINUING EDUCATION (CE)

Agents and advisors must comply with all continuing education requirements for states where they plan to be Symetra appointed.

  • We cannot complete an appointment until all CE requirements are fully satisfied. If an agent or advisor submits business and is then determined to be out of CE compliance, the business may be returned.

  • A formal document—rather than a training certification number—may be required in some states.

Requirements vary broadly by state and situation. Please call our Agency Services Licensing team at 1-800-210-1106, option 1, or email lifaic@symetra.com for complete details.

 

SUITABILITY

Agents and advisors must comply with all state and federal suitability requirements for the states where they plan to be Symetra appointed.

Symetra performs secondary suitability reviews on all annuity products. In January 2011, we began performing FINRA-compliant secondary suitability reviews through our in-house Broker Dealer—at no additional charge—for all annuity sales.