Doing Business with Symetra

Product Training
  1. Click https://secure.reged.com/TrainingPlatform/
  2. Symetra Stride FIA with Signature Withdrawal Benefit, An Optional Guaranteed Lifetime Withdrawal Benefit Rider Suitability and Product Training
  3. SYASTRIDE
  4. Click through the presentation
  5. After the presentation, be sure to click “A” to complete the training

Name of Product

Product Code

Non-NY Symetra Advantage Income Immediate Annuity 

SYAADVANTAGE

Non-NY Symetra Freedom Income Annuity

SYAFREEDOM

Non NY Symetra - Select Pro and Select Max                                                                                          

SYASELECTPROMAX

Symetra -Edge Elite Enhanced Fixed Indexed                                                                                         

SYAEDGEELITEV2

Income Edge Fixed Indexed Annuity (18SYMETRA_01)

INCOMEEDGE

Symetra Stride FIA with Signature Withdrawal Benefit,, An Optional Guaranteed Lifetime Withdrawal Benefit Rider Suitability and Product Training

SYASTRIDE

NY First Symetra Freedom Income Annuity

FSNYFREEDOM

NY First Symetra Advantage Income Immediate Annuity

FSNYADVANTAGE

NY First Symetra Custom 5 & 7 and Select 5 & 7 with Optional GROPP Fixed Deferred Annuity

FSNYFDAOPTGROPP

Application Submission: (make sure all training requirements are met)
New business applications can be mailed, faxed, or completed by e-application
The following options are currently available for submission of new applications:
Fax Number: 1-866-532-1359
Fax Number (Income Annuities Only): 1-800-399-0527
Standard Mail:
PO Box 674423
Houston, TX 77267-4423
Overnight Mail:
14710 John F. Kennedy Blvd, Suite 140
Houston, TX 77032-3725
Email: IMOSupport@symetra.com
*Please note: this option is available if we have established a secure method of data transfer. One solution for this is TLS (Transport Layer Security). More information on this process is attached.
Requirements:
Pending requirements can be emailed to Email: IMOSupport@symetra.com
Please note: this option is available if we have established a secure method of data transfer. One solution for this is TLS (Transport Layer Security). More information on this process is attached.
Illustrations and Marketing Support:
Please contact your immediate up line or a member of the OAKTREE Annuity marketing team at 888-591-1341.
Agent Contract Submission:
All agent contracts should be emailed to csimpson@otfc.com or faxed to 276-591-1344