Symetra Partner:

To streamline our indexed account lineup, Symetra Life Insurance Company (Symetra Life) is closing certain Indexed Accounts in the Trek, Trek Frontier, and Trek Plus registered index-linked annuity products.

Symetra Life will no longer accept allocations into the closing Indexed Accounts after May 7, 2024. Any money invested in an Indexed Account that is closing will remain there until the end of the Interest Term.

We will need to receive transfer instructions for any of your clients invested in the closed Indexed Accounts at least two business prior to the end of the Interest Term (Transfer Deadline). If we do not receive a transfer request by the Transfer Deadline, any money invested in a closed Indexed Account will be transferred to the Fixed Account and any automatic rebalancing will be terminated.

You can submit transfer instructions through our online portal or by calling us at the number below. You will need to have authorization on file to do this. If you do not have authorization, have your client complete the authorization form linked below.

In preparation for the closures, we will communicate to your clients as follows:

  • On or about March 18, 2024 all Trek, Trek Frontier, and Trek Plus contract holders will be mailed a letter regarding these changes along with a Prospectus Supplement outlining the Index Account closures.
  • Approximately 30 days prior to the end of the Interest Term, your clients invested in the closed Indexed Accounts will be mailed a Reallocation Notice with information about Indexed Accounts available to them for the next Interest Term and instructions for how to submit transfer or rebalancing requests. No action is required until the Reallocation Notice is received.

If you have questions about the change, please contact the Symetra Retirement Division Sales desk, Monday through Friday, at 1-800-706-0700.

Notification Letter Sample, Prospectus and Supplement Links:

Transfer/Allocation Authorization Form:

Transfer and Allocation Change Forms:



Securities are offered through Symetra Securities, Inc. (SSI). Member FINRA.

Symetra Trek, Trek Frontier and Trek Plus are individual single-premium deferred annuity contracts with index-linked interest options issued by Symetra Life Insurance Company (SLIC).

SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Each company is responsible for its own financial obligations.

Symetra Trek, Trek Frontier and Trek Plus are long-term investment designed for retirement purposes. There is a risk of substantial loss of principal. Please refer to the prospectus for more details.

Symetra® and Symetra Trek®, Symetra Trek® Frontier and Symetra Trek® Plus are registered service marks of Symetra Life Insurance Company.