Financial Professionals Agreement
By Registering: By registering you will be given access to the financial professional portion of Symetra.com which contains data, materials and tools designed for the exclusive use by licensed insurance representatives in the sale of Symetra Life Insurance Company and First Symetra National Life Insurance Company of New York products and are not intended for public use.
Content for Registered Financial Professionals: 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 financial professionals ("Registered Financial Professionals"), or persons under their direct supervision.
Content for Licensed Insurance Agents: Licensed Insurance Agents, who are not Registered Financial Professionals, should only access data, material and tools that are designed for the various fixed and/or guaranteed insurance products offered by Symetra which are not subject to FINRA regulation.
Agents who are not FINRA-registered are not authorized to access the materials related to products that are subject to FINRA regulation such as variable life insurance and variable annuities.
Responsibilities Regarding Unauthorized Use: Unauthorized use or attempted access to the financial professional portion of Symetra.com is prohibited and may be subject to legal action or sanction.
Please keep your ID and Password secure to prevent unauthorized use.
Limitations to Tax Information: The Symetra.com website does not attempt to provide more than general U.S. tax information associated with the products and sales materials discussed herein. This information is written in connection with the promotion or marketing of the matters addressed on this website. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This website and the materials contained herein are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, clients should consult their own tax or legal counsel for advice.
Special Disclosure Involving Qualified Plans: The federal tax rules applicable to owners of Contracts under tax qualified retirement plans vary according to the type of plan as well as 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 transactions with respect to tax-qualified retirement plans if applicable federal income tax rules and restrictions are not carefully observed. As with all matters of a tax or legal nature, clients should consult their own tax or legal counsel for advice.
If you click "Agree" below, you consent to the terms, conditions and limitations outlined herein.
Agreement for Registered Financial Professionals: If you click "Agree" below, you are certifying that you are a Registered Financial Professional or are directly supervised by a Registered Financial Professional able to review and use the entire site and that you agree to the terms and conditions stated above.
Agreement for Licensed Insurance Agents (who are not Registered Financial Professionals): If you click "Agree" below, you are certifying that you are a duly appointed licensed agent, but not a FINRA Registered Financial Professional, and that you agree to limit your access and review to materials related to fixed and guaranteed insurance products, the sale of which do not require FINRA registration.