July 2, 2025
Smart Start Accumulator Index Annuity Series - Learn more and watch the overview video.
Simplicity Meets Certainty
Rate Certainty Annuity is a fixed indexed annuity that provides a straightforward, long-term savings solution clients can easily grasp. With a blend of growth and safety, individuals can be assured that their investment is protected while maximizing their growth potential.
Deconstructing the Sandwich Generation
Gen X clients often have unique family dynamics that can create hurdles for them when planning for a secure financial future. See how the various needs of the ones who depend on them may impact their financial planning and what tools can be used to help them.
Annuity rates – See the rates effective July 1st.
Start meaningful conversations with clients about financial protection and planning
Planning for retirement means more than just savings – it's about protecting assets from rising costs and unexpected expenses. Many retirees face financial gaps that put their hard-earned savings at risk.
Help clients navigate these challenges with confidence. Modern-day life insurance offers solutions that can help safeguard their financial future, providing flexibility and protection when they need it most. Use this Retirement Realities conversation starter.
Assured Edge rate changes – See the rates effective July 1st.
What is Life Insurance flyer
This flyer is an overview of what life insurance is and how it helps provide families with financial security. Also available in Spanish.
Fixed Annuity Rates – See the rates effective July 1st.
LTC in-force rate actions for July – Get details.
Advanced Markets News - Read the latest issue.
Faster approvals for large cases
With new retention limits and more clients qualifying for exam-free coverage, now’s the time to make the most of these big opportunities. Access the toolkit.
Weekly Market Intel - See the latest insights.
MMSD Underwriting - Read the latest issue.
Express Newsletter - Read the latest issue.
Enhance your Universal Life sales with the new Long Term Care Agreement
Available on individual universal life policies in all states except CA, MT, NY & OR, the LTC Agreement helps transform a universal life policy into a comprehensive solution that can address long-term care (LTC) needs, in addition to providing death benefit protection. Learn more.
Important notes:
The LTCA cannot be added to in-force policies.
See these licensing and training requirements before you take an application for LTCA:
- In pre-appointment states (page 3), you need to be pre-appointed.
- You must complete any state-required LTC training.
New version of Accumulator Ascent IUL with refreshed rates – Download the producer guide.
Living benefit riders add more “life” to life insurance
Symetra offers an array of optional and included living benefits riders—including their industry-first Cancer Care Compass—that can help your clients prepare for the future and provide financial support to cover medical bills, long-term care costs or whatever else they may need if the insured becomes ill.
This Living Benefits Guide is a helpful resource that you can share with clients.
July is Chronic Disease Month
It’s is a good opportunity to talk to your clients about the importance of financially protecting themselves in case they become ill. See how Symetra’s Chronic Care Advantage Rider can help.
