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From application submission to placing the policy in-force—and every step in between—you can easily see the incremental progress of every case."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"a579791ee7a2","_type":"block","children":[{"_key":"5c0df0a5b0df0","_type":"span","marks":["strong"],"text":"Missing requirement document upload:"},{"_key":"5c0df0a5b0df1","_type":"span","marks":[],"text":" Quickly fulfill outstanding requirements for your Swift cases in the same way you do for our other products! Simply click on the “Reply” button underneath the requirement and upload a PDF or send a message. 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Simply go to the "},{"_key":"b464cb5fccff1","_type":"span","marks":["333c6def0276"],"text":"Symetra log in page"},{"_key":"b464cb5fccff2","_type":"span","marks":[],"text":", click the “Create an account” link and follow the prompts."}],"markDefs":[{"_key":"333c6def0276","_type":"link","href":"https://www3.symetra.com/e/1036173/ECPM-379-utm-content-text-link/67qvdk/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"275bbbfabcf7","_type":"block","children":[{"_key":"faef57c93387","_type":"span","marks":[],"text":"Log in today to explore the enhanced case tracker and document upload tools."}],"markDefs":[],"style":"normal"},{"_key":"276ee9c89ef3","_type":"block","children":[{"_key":"d61f5f64393f0","_type":"span","marks":["172569f7711d","strong"],"text":"Log in today"}],"markDefs":[{"_key":"172569f7711d","_type":"link","href":"https://www3.symetra.com/e/1036173/CPM-379-utm-content-cta-button/67qvdn/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"796ef69c9110","_type":"block","children":[{"_key":"9792a819cf9c0","_type":"span","marks":[],"text":"Program Updates"}],"markDefs":[],"style":"h3"},{"_key":"22f22322f084","_type":"block","children":[{"_key":"8a3d77c94e7c0","_type":"span","marks":["strong"],"text":"High-net-worth foreign national program updates"}],"markDefs":[],"style":"normal"},{"_key":"22dd9ad38fa6","_type":"block","children":[{"_key":"bfb1c3d06f89","_type":"span","marks":[],"text":"Are you working with or have referrals for high-net-worth foreign national (HNWFN) clients? Don’t miss the recent updates we’ve made to our HNWFN market program, including:"}],"markDefs":[],"style":"normal"},{"_key":"043f4cdde371","_type":"block","children":[{"_key":"c6a62ea745fe0","_type":"span","marks":["strong"],"text":"New minimum policy size for term: "},{"_key":"c6a62ea745fe1","_type":"span","marks":[],"text":"Symetra Term’s minimum face amount is now $1.5 million."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d362996cc5cb","_type":"block","children":[{"_key":"a381afa8aa7e0","_type":"span","marks":["strong"],"text":"Policy solicitation and delivery: "},{"_key":"a381afa8aa7e1","_type":"span","marks":[],"text":"Paper and/or electronic applications and forms must now be completed, signed and dated by the insured and policyowner (if different) while in the U.S."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ceef9fb3ce40","_type":"block","children":[{"_key":"83672a6eac110","_type":"span","marks":["strong"],"text":"Updates to our country list: "},{"_key":"83672a6eac111","_type":"span","marks":[],"text":"Please review the current list of eligible countries in our "},{"_key":"83672a6eac112","_type":"span","marks":["0f017efb8411"],"text":"program guide (PDF)"},{"_key":"83672a6eac113","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"0f017efb8411","_type":"link","href":"https://www3.symetra.com/e/1036173/ECPM-379-utm-content-text-link/67qvdv/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"2de5be7cc5b5","_type":"block","children":[{"_key":"c71b4a8035190","_type":"span","marks":[],"text":"Our many years of market expertise can help you and your HNWFN clients who have ties to the U.S. navigate the generational wealth transfer process with a robust program designed specifically for them."}],"markDefs":[],"style":"normal"},{"_key":"a071d3392c3f","_type":"block","children":[{"_key":"d9c8544153e80","_type":"span","marks":["201a2733554e","strong"],"text":"Review the updated program guide (PDF)"}],"markDefs":[{"_key":"201a2733554e","_type":"link","href":"https://www3.symetra.com/e/1036173/CPM-379-utm-content-cta-button/67qvdy/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"105f6e0288bf","_type":"block","children":[{"_key":"d6ed1ae552f90","_type":"span","marks":[],"text":"Advanced Markets"}],"markDefs":[],"style":"h3"},{"_key":"6c15083dcdc1","_type":"block","children":[{"_key":"94864b9e14a80","_type":"span","marks":["strong"],"text":"Is an Annuity Max Strategy right for your clients?"}],"markDefs":[{"_key":"f5aa6a5c179e","_type":"link","href":"https://www3.symetra.com/e/1036173/ECPM-379-utm-content-text-link/67qvf5/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"db98f8a3deed","_type":"block","children":[{"_key":"b69ad089f891","_type":"span","marks":[],"text":"The features that make non-qualified annuities a great choice for retirement savings can also make them inefficient tools for transferring wealth to beneficiaries. If you have clients who meet the following criteria, consider discussing an "},{"_key":"93901749c4af1","_type":"span","marks":["f5aa6a5c179e"],"text":"Annuity Max Strategy (PDF)"},{"_key":"93901749c4af2","_type":"span","marks":[],"text":" with them:"}],"markDefs":[{"_key":"f5aa6a5c179e","_type":"link","href":"https://www3.symetra.com/e/1036173/ECPM-379-utm-content-text-link/67qvf5/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"a6119755b5cb","_type":"block","children":[{"_key":"59b152b639a6","_type":"span","marks":[],"text":"They have annuity assets that are earmarked for beneficiaries."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"41a419fc0726","_type":"block","children":[{"_key":"5f2daca2b95f0","_type":"span","marks":[],"text":"Their retirement income needs are fully met through other sources."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"60683f8e640d","_type":"block","children":[{"_key":"8de1cf09ca4f0","_type":"span","marks":[],"text":"They have sizable estates that could leverage a tax-efficient wealth transfer strategy."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9cc4312b0c6d","_type":"block","children":[{"_key":"50fd1f47e51a0","_type":"span","marks":[],"text":"They’d like to leave a larger legacy to their beneficiaries."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"28be72cbb666","_type":"block","children":[{"_key":"71801a9771fd0","_type":"span","marks":[],"text":"Take a look at our "},{"_key":"71801a9771fd1","_type":"span","marks":["2c42d0bf0ba8"],"text":"Annuity Maximization Strategy Flyer (PDF)"},{"_key":"71801a9771fd2","_type":"span","marks":[],"text":" to see how one client gave their beneficiaries 72% more using this hypothetical approach."}],"markDefs":[{"_key":"2c42d0bf0ba8","_type":"link","href":"https://www3.symetra.com/e/1036173/ECPM-379-utm-content-text-link/67qvf8/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"6885bae72763","_type":"block","children":[{"_key":"bf9a25ac774a0","_type":"span","marks":["4445d558dd04","strong"],"text":"Review the Annuity Max Strategy Flyer (PDF)"}],"markDefs":[{"_key":"4445d558dd04","_type":"link","href":"https://www3.symetra.com/e/1036173/CPM-379-utm-content-cta-button/67qvfc/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"084e5edca292","_type":"block","children":[{"_key":"3eb69b1de9a60","_type":"span","marks":[],"text":"About Symetra"}],"markDefs":[],"style":"h3"},{"_key":"37831d15b135","_type":"block","children":[{"_key":"36be4b0e28bf0","_type":"span","marks":["strong"],"text":"A.M. 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Best assesses as very strong, as well as its adequate operating performance, favorable business profile and appropriate enterprise risk management (ERM)."}],"markDefs":[],"style":"normal"},{"_key":"0b4bdf4f17cd","_type":"block","children":[{"_key":"87b10d97cf510","_type":"span","marks":["76b143a4934d","strong"],"text":"Read the A.M. Best press release for more"},{"_key":"6c51882c870f0","_type":"span","marks":[],"text":" "}],"markDefs":[{"_key":"76b143a4934d","_type":"link","href":"https://www3.symetra.com/e/1036173/t-aspx-altsrc-108-refnum-36044/67qvfg/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"98a8dc315b2a","_type":"block","children":[{"_key":"baa99c68e81f0","_type":"span","marks":["strong"],"text":"Related Links"}],"markDefs":[],"style":"normal"},{"_key":"8a52f1fa9e8e","_type":"block","children":[{"_key":"aa2500f8d2a00","_type":"span","marks":["strong"],"text":"›"},{"_key":"aa2500f8d2a01","_type":"span","marks":[],"text":" "},{"_key":"aa2500f8d2a02","_type":"span","marks":["006d356ecb50"],"text":"Our Product Suite"},{"_key":"aa2500f8d2a03","_type":"span","marks":[],"text":"\n"},{"_key":"aa2500f8d2a04","_type":"span","marks":["strong"],"text":"›"},{"_key":"aa2500f8d2a05","_type":"span","marks":[],"text":" "},{"_key":"aa2500f8d2a06","_type":"span","marks":["84f3a847d326"],"text":"Symetra At-A-Glance (PDF)"},{"_key":"aa2500f8d2a07","_type":"span","marks":[],"text":"\n"},{"_key":"aa2500f8d2a08","_type":"span","marks":["strong"],"text":"›"},{"_key":"aa2500f8d2a09","_type":"span","marks":[],"text":" "},{"_key":"aa2500f8d2a010","_type":"span","marks":["9d3bb3520d04"],"text":"About Us"},{"_key":"aa2500f8d2a011","_type":"span","marks":[],"text":"\n"},{"_key":"aa2500f8d2a012","_type":"span","marks":["strong"],"text":"›"},{"_key":"aa2500f8d2a013","_type":"span","marks":[],"text":" "},{"_key":"aa2500f8d2a014","_type":"span","marks":["ef6101373356"],"text":"Newsroom"}],"markDefs":[{"_key":"006d356ecb50","_type":"link","href":"https://www3.symetra.com/e/1036173/gn-ECPM-379-utm-content-footer/67qvfk/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"},{"_key":"84f3a847d326","_type":"link","href":"https://www3.symetra.com/e/1036173/gn-ECPM-379-utm-content-footer/67qvfn/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"},{"_key":"9d3bb3520d04","_type":"link","href":"https://www3.symetra.com/e/1036173/gn-ECPM-379-utm-content-footer/67qvfr/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"},{"_key":"ef6101373356","_type":"link","href":"https://www3.symetra.com/e/1036173/gn-ECPM-379-utm-content-footer/67qvfv/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"6fab159c72df","_type":"block","children":[{"_key":"b22da218f7d40","_type":"span","marks":["strong"],"text":"Symetra Social Impact"}],"markDefs":[],"style":"normal"},{"_key":"c0982b0e51f3","_type":"block","children":[{"_key":"727ed6e166430","_type":"span","marks":[],"text":"Our corporate social responsibility program, "},{"_key":"727ed6e166431","_type":"span","marks":["8fc7bb482d5c"],"text":"Symetra Social Impact"},{"_key":"727ed6e166432","_type":"span","marks":[],"text":", is designed to strengthen communities, engage employees and support a sustainable future for our planet."}],"markDefs":[{"_key":"8fc7bb482d5c","_type":"link","href":"https://www3.symetra.com/e/1036173/gn-ECPM-379-utm-content-footer/67qvfy/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"},{"_key":"e0ebf1e9131f","_type":"link","href":"https://www3.symetra.com/e/1036173/atings-c-213723-p-irol-ratings/67qvgc/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"},{"_key":"406f0ad92ab6","_type":"block","children":[{"_key":"002d7abfee3f","_type":"span","marks":["em"],"text":"1 A.M. Best: A Excellent (3rd Highest of 16) Insurer financial strength. Ratings as of May 22, 2025. Ratings are subject to change. Please refer to "},{"_key":"b4e99c1064631","_type":"span","marks":["e0ebf1e9131f","em"],"text":"www.symetra.com/ratings"},{"_key":"b4e99c1064632","_type":"span","marks":["em"],"text":" for current information."}],"markDefs":[{"_key":"e0ebf1e9131f","_type":"link","href":"https://www3.symetra.com/e/1036173/atings-c-213723-p-irol-ratings/67qvgc/962770417/h/jgKDG2hYNGxEw5pjT0GFNym0qLk3Tv8hmO6BbQ-G3Go"}],"style":"normal"}],"category":[{"title":"Carrier Updates"}],"publishDate":"2025-05-29","formattedPublishDate":"May 4, 2025","featuredImage":{"asset":{"gatsbyImageData":{"images":{"sources":[],"fallback":{"src":"https://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?w=1170&h=400&auto=format","srcSet":"https://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?rect=0,0,1170,399&w=320&h=109&auto=format 320w,\nhttps://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?rect=1,0,1168,400&w=654&h=224&auto=format 654w,\nhttps://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?rect=1,0,1168,400&w=768&h=263&auto=format 768w,\nhttps://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?w=1024&h=350&auto=format 1024w,\nhttps://cdn.sanity.io/images/l5x2lld5/production/ecaa59686f8382e407e17b3166a27baab9971322-1170x400.png?w=1170&h=400&auto=format 1170w","sizes":"(min-width: 1170px) 1170px, 100vw"}},"layout":"constrained","width":1170,"height":400}}},"seo":{"title":"Symetra: Sales Flash for May 2025","description":"Symetra Life Division’s Monthly Newsletter"}}},"pageContext":{"id":"-d473c474-f37f-54f5-9aa9-79cd7f5ec232"}},
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