Coming soon: Accumulator Ascent IUL and new index cap and participation rates.
Ready for an IUL that can take your clients’ cash value accumulation potential to a higher level? Our new version of Accumulator IUL, Accumulator Ascent IUL, is coming April 8, 2022! Highlights include:

  • More competitive pricing
  • New Putnam Dynamic Low Volatility Excess Return Index™ Strategies
  •  A more simplified IUL story

Please review these key dates for transitioning our current Accumulator IUL product to the new Accumulator Ascent IUL:

April 7, 2022: All applications for the current version of the product must be signed and dated. We must receive these applications signed and in good order no later than April 15, 2022. Applications signed and dated after April 7, 2022, will receive the new version of the product.

April 8, 2022: Our illustration systems will be updated with the new version of the product, and marketing materials will be available on our product microsite and symetra.com.

June 15, 2022: All cases for the current version of the product must be issued/paid. For 1035 exchange cases, the deadline will be extended if the only outstanding requirement is the receipt of 1035 funds.

New index cap and participation rates for Accumulator and Protector IUL
We will be making index cap and participation rate changes to our Accumulator and Protector IUL products, effective with the May 14, 2022 index sweep date. These changes will affect all in-force policies and new business, including new premium, transfers (including DCA) and reallocations of matured segments. For more details on our rate changes, please review the following:

Stay tuned for more details about our new Accumulator Ascent IUL product!

 

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604 Harper Avenue, Jenkintown, PA 19046 | P: 800.543.5555 / 215.517.4080 | F: 800.343.0804 / 215.517.4087

Miami Office:
3470 NW 82nd Avenue, Suite #670, Doral, FL 33122 | P: 800.683.3077 / 305.908.6700 | F: 800.343.0804

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.

GBS Insurance and Financial Services, Inc. is not affiliated with The Leaders Group, Inc. You may check the background of investment professionals on FINRA Broker Check

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