Getting Started with Symetra Life Sales Territory Map
Quote & Illustrate
Application & Forms
Life Insurance Pending Report
Producer Materials  Accumulator IUL State Availability
Producer Guide
Best Practices for Illustrating IUL for Max. Income/Funding
Competition Corner

Cap and Participation Rates

Base Index Strategies:

Competitive Analysis - Standard Loans, Age 45 Male
Competitive Analysis - Standard Loans, Age 45 Female

Core Index Strategies

Competitive Analysis - Participating Loans, Age 45 Male
Competitive Analysis - Participating Loans, Age 45 Female
Competitive Analysis - Standard Loans, Age 45 Male
Competitive Analysis - Standard Loans, Age 45 Female

Select Index Strategies

Competitive Analysis - Participating Loans, Age 45 Male
Competitive Analysis - Participating Loans, Age 45 Female
Competitive Analysis - Standard Loans, Age 45 Male
Competitive Analysis - Standard Loans, Age 45 Female
Premium Financing Brochure 
Agent Flyer
Fact Finder Worksheet
Sample Illustration
Guidelines
Submission Requirements
 Advanced Markets Supplemental Income Plan  
Executive Bonus Plan
Marketing Materials Accumulator IUL Brochure 
Accumulator IUL Brochure (for CA)
Accumulator IUL Fact Sheet
Accumulator IUL Fact Sheet (for CA)
Accumulator IUL Key Product Highlights Flyer
Index Options Fact Sheet
Select Index Strategies Fact Sheet
Base Index Strategies Fact Sheet
JPMorgan ETF Efficiente 5 Index Fact Sheet
S&P 500 Hypothetical Performance Brochure
Loans/Overloan Protection Rider Flyer
Premium Deposit Account Rider Fact Sheet
 Underwriting Underwriting Requirements and Preferred Guidelines
GoodLife Rewards Program
Foreign National Underwriting Program
Foreign National Cover Page

Symetra Accumulator IUL is a flexible-premium adjustable life insurance policy with index-linked interest options issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. This policy is not available in all U.S. states or any U.S. territory; however, where available, it is usually issued under policy form number ICC17_LC1.

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

WHO IS SYMETRA​?
Symetra is a financially strong, well-capitalized company on the rise, as symbolized by our brand icon - the Swift. Swifts are quick, hardworking and nimble -- everything we aspire to be when serving our customers.

 

We've been in the business for more than half a century, oper​ating 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.


Symetra and Sumitomo Partnership
Symetra At-A-Glance

CONTACT SYMETRA
Symetra Life Sales Desk
1-877-737-3611
Monday - Friday
8 a.m. to 6 p.m. ET
lifesales@symetra.com