Financial Professionals Agreement
By agreeing below, you will be given access to the “Financial Professionals” section of Symetra.com, which contains data, materials and tools for financial professionals, insurance producers and registered representatives for the sale of products from Symetra Life Insurance Company and First Symetra National Life Insurance Company of New York. These contents are not intended for public use.
Content for registered representatives: A portion of Symetra.com relates to annuity contracts and life insurance policies that are registered securities and can only be offered and sold by FINRA-registered representatives.
Content for non-registered professionals: Financial professionals and insurance producers who are not registered representatives should only access data, materials and tools for fixed and/or guaranteed Symetra products that are not subject to FINRA regulation. Non-registered professionals are not authorized to access materials for FINRA-regulated products, such as variable and index-linked annuities and variable life insurance.
Unauthorized use: Unauthorized use of, or attempted access to, the “Financial Professionals” portion of Symetra.com is prohibited and may be subject to legal action or sanction.
Tax information limitations: This website and the sales materials herein provide only general tax information for the products we offer. This information is written for the promotion or marketing of these products and cannot be used or relied upon for the purpose of avoiding IRS penalties. This website and the contents herein are not intended to provide tax, accounting or legal advice. As with all tax or legal matters, clients should consult their own tax or legal counsel for advice.
Qualified plans disclosure: Federal tax rules applicable to tax-qualified retirement plan contracts vary according to the type of plan and the terms and conditions of the plan itself. Contract owners, participants and beneficiaries are responsible for determining that contributions, distributions and other transactions comply with applicable law. Tax penalties may apply to tax-qualified retirement plan transactions if applicable federal income tax rules and restrictions are not carefully observed. As with all tax or legal matters, clients should consult their own tax or legal counsel for advice.
Agree to proceed
By agreeing below, you consent to the terms, conditions and limitations outlined here and above:
Agreement for FINRA-registered representatives: By clicking “Agree” below, you confirm that you are a registered representative who can review and use the entire site, and that you agree to the terms and conditions stated above.
Agreement for non-registered professionals and producers: By clicking “Agree” below, you confirm that you are a licensed financial professional or insurance producer, you agree to limit your access to materials related to fixed and guaranteed insurance products that are not FINRA-regulated, and you agree to the terms and conditions stated above.