Symetra Builds Out Dedicated Registered Investments Wholesaling Team
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“With the recent introduction of Symetra True VA, our new wholesaling team is working with fee-only registered investment advisers and fee-based broker-dealer advisers to secure selling agreements and identify clients who might benefit from a variable annuity,” said
To deliver Symetra investment solutions to fee-based and fee-only advisers, the company is assembling a team of wholesalers experienced in the advisory marketplace. These three industry veterans recently joined the Symetra team:
“I am pleased with the caliber of wholesalers we are attracting for our registered investments sales force,” Guilbert said. “Success in the fee-only and fee-based space requires a highly technical, consultative approach focused on creating investment solutions. Dinah, Jeff and James are skilled sales consultants who understand the nuances of the advisory world. They will be a great help in advancing our efforts to share the True VA story.”
Symetra True VA is a low-fee variable annuity without surrender charges. Also available is a sophisticated trading platform designed for advisers who have moved away from a commission-based business model. In addition to more than 100 investment options, True VA offers the Symetra Pension Reserve FundsSM to help advisers solve for the lifetime income needs of their clients. Through True VA, by investing in these funds sub-advised by Russell Investments, clients can secure guaranteed annual lifetime income while retaining liquidity and flexibility.2
For more information about Symetra True Variable Annuity, visit www.trueva.com. For advisers interested in a selling agreement, call 1-855-TRUEVAS (1-855-878-3827).
Before investing, carefully consider the investment objectives, risks, charges and expenses. This and other information is contained in the contract prospectus and the underlying fund prospectuses. You may call or write your Registered Representative or Symetra for free copies of the prospectuses or visit www.trueva.com for online copies. Please read them carefully before investing.
Securities are distributed by
Variable annuities, which are suitable for long-term investing, are subject to market risks, including the loss of principal invested. Like many variable annuities, this contract has terms and limitations for keeping it in force. Please contact your Registered Representative for complete details.
Guarantees and benefits are subject to the claims-paying ability of
The Symetra Pension Reserve Funds are not insured by the
1 Source: Morningstar survey of 1,854 variable annuities on
2 This prepaid annuity option guarantee of annual lifetime annuity payments is provided by
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