Advisories

Symetra is committed to keeping you up-to-date with the latest regulatory requirements.

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Title Category State Advisory Date Advisory Forms Other
New York Reg 194 Agent Advisory Annual Compliance Reminders New York 1/1/2011 2011-129-NY 2011-129-NY-Form 2011-129-NY-Article
District of Columbia - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities District of Columbia 1/4/2011 2011-130-DC    
Colorado - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Colorado 2/15/2011 2011-131-CO    
Wisconsin - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Wisconsin 4/1/2011 2011-132-WI    
Rhode Island - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Rhode Island 4/25/2011 2011-133-RI    
Annual Compliance Reminders - 2011 Annual Compliance Reminders [ALL] 5/5/2011 2011-134-ALL    
Annual Compliance Reminders - 2011 - NY Annual Compliance Reminders New York 5/5/2011 2011-135-NY    
New York - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities New York 5/16/2011 2011-136-NY    
Oregon - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Oregon 5/18/2011 2011-137-OR    
Ohio - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Ohio 5/18/2011 2011-138-OH    
West Virginia - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities West Virginia 6/10/2011 2011-139-WV    
New Jersey - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities New Jersey 6/22/2011 2011-140-NJ    
North Dakota - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities North Dakota 7/11/2011 2011-141-ND    
Texas - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Texas 8/12/2011 2011-142-TX    
South Carolina - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities South Carolina 9/1/2011 2011-143-SC    
Maryland - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Maryland 10/17/2011 2011-144-MD    
Illinois - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Illinois 11-04-2011 2011-145-IL Maryland - Suitability - Annuities Illinois 11/4/2011 2011-145-IL    
Alaska - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Alaska 12/28/2011 2011-146-AK    
California - Suitability in the Sale of Annuities, Agent Training, and Suitability Addendum Suitability - Annuities California 12/29/2011 2011-151-CA 2011-147-CA-Form 2011-147-CA-Addendum
Hawaii - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Hawaii 12/28/2011 2011-148-HI    
Kentucky - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Kentucky 12/28/2011 2011-149-KY    
Indiana - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Indiana 12/28/2011 2011-150-IN    
Connecticut - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Connecticut 1/18/2012 2012-152-CT    
Washington - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Washington 3/9/2012 2012-153-WA    
Utah-Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Utah 5/25/2012 2012-156-UT    
South Dakota - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities South Dakota 6/18/2012 2012-157-SD    
Nebraska - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Nebraska 8/1/2012 2012-158-NE    
Annual Compliance Reminder - 2013 Annual Compliance Reminders [ALL] 4/9/2013 2013-160-ALL    
Annual Compliance Reminder - 2013 - NY Annual Compliance Reminders New York 4/9/2013 2013-161-NY    
Idaho - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Idaho 5/3/2013 2013-162-ID    
Michigan - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Michigan 5/24/2013 2013-163-MI    
Kansas - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Kansas 5/24/2013 2013-164-MI    
Minnesota - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Minnesota 5/29/2013 2013-165-MN    
Annual Compliance Reminders - 2014 Annual Compliance Reminders [ALL] 4/8/2014 ADV-1004-ALL    
Wyoming - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Wyoming 9/26/2014 ADV-1008-WY    
Massachusetts - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Massachusetts 10/1/2016 ADV-1009-MA    
New Hampshire - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities New Hampshire 1/1/2015 ADV-1009-NH    
Maine - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Maine 11/1/2015 ADV-1012-ME    
Tennessee - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Tennessee 11/1/2015 ADV-1014-TN    
Georgia - Suitability in the Sale of Annuities & Agent Training Suitability - Annuities Georgia 3/1/2016 ADV-1017-GA    
Annual Compliance Reminder - 2014 - NY Annual Compliance Reminders New York 4/8/2014 ADV-1005-NY    
Annual Compliance Reminder - 2016 Annual Compliance Reminders [ALL] 4/27/2016 ADV-1004-ALL    
Annual Compliance Reminder - 2016 - NY Annual Compliance Reminders New York 4/27/2016 ADV-1005-NY    
Annual Compliance Reminder - 2015 Annual Compliance Reminders [ALL] 4/17/2015 ADV-1004-ALL    
Annual Compliance Reminder - 2015 - NY Annual Compliance Reminders New York 4/17/2015 ADV-1005-NY    
National Product Training Letter Suitability - Annuities [ALL] 12/11/2014 RD-1061    

If you have questions, or would like to be added to a mailing list to receive regulatory updates, please contact the Life & Retirement Sales Desk at invest@symetra.com or 1-800-706-0700.

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