Symetra’s Carrier Match Program

08-28-2023

You want the best products and rate class offers for your clients, and that's why Symetra is launching their new Carrier Match Program!  Starting September 1, 2023, Symetra will match formal or informal rate class offers from a group of eligible life insurance carriers.

The program is available with Symetra's market-leading Accumulator Ascent and Protector IUL products for issue ages 20-65 and face amounts up to $5 million.

Here’s how it works:

• Submit two matching underwriting offers from their group of eligible carriers dated within 90 days of your Symetra application (instant and accelerated underwriting programs are excluded).
• All underwriting requirements used to assess the rate must be included in the carrier’s offer.
• Any “subject to” additional requirements (such as an APS) will apply, and the final offer is subject to the favorable review of these requirements.
• Approval of the carrier match is subject to a fully completed Symetra application and review of routine and/or outstanding requirements such as an MIB, MVR, Rx and Dx.
• Cases must be submitted by Dec. 31, 2023, and issued by Jan. 31, 2024

Eligible Carriers:

• AIG
• Equitable
• John Hancock
• Lincoln Financial Group
• MassMutual
• Minnesota Life
• Mutual of Omaha
• National Life/Life of the Southwest
• Nationwide
• New York Life
• North American
• Northwestern Mutual
• Pacific Life
• Penn Mutual
• Principal Financial
• Protective Financial Services
• Prudential
• Transamerica

Please give our sales team a call at 800.792.6795 if you have any questions.

• Program Flyer
• Accumulator Ascent IUL Microsite
• Protector IUL Microsite