Symetra – Sales Flash for May 2021
Available June 1: Symetra Allocation Index (AI) Strategies
Looking for an innovative approach to help your clients achieve level policy performance over the long term? Then get ready for our game-changing Allocation Index (AI) Strategies (PDF).
Available with our Accumulator and Protector IUL products starting June 1, Symetra AI Strategies are designed to balance long-term growth opportunities with volatility control. AI Strategies use the Cboe VIX® Index as a gauge to direct your clients’ allocations to either the uncapped S&P® 500 or JPMorgan ETF Efficiente® 5 index accounts based on the level of market volatility. This balanced approach can help clients achieve or exceed their illustrated policy performance over the long term.
See how our new AI Strategies outperform our Core Index Strategies (PDF) on Symetra Accumulator IUL.
To learn more about our industry-first AI Strategies, don’t forget to register for our national webinar on Wednesday, June 2, at 1 p.m. ET!
REGISTER NOW ❯
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IUL policy details now available on our customer portal
Late last year, we announced enhancements to our customer portal that provide you and your clients with robust, anytime access to life insurance policy details and electronic forms processing.
We’re excited to announce that we’ve further enhanced the portal by adding in-force policy details for our indexed universal life (IUL) products. These additions include:
• Index strategy allocations and performance
• Index caps and participation rates
• Historical data for Symetra Accumulator and Protector IUL policies
For more information about our portal enhancements, review our Digital Customer Experience flyer (PDF), or contact Symetra’s Life Sales Desk at 1-877-737-3611 or lifesales@symetra.com.
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Memorial Day
We’d like to take this opportunity to remember the brave men and women who lost their lives while in service to our country. Please join us as we honor and celebrate these heroes.