Like all carriers, Symetra is required to transition our products to 2017 Commissioners Standard Ordinary (CSO) Tables by Jan. 1, 2020. To meet this regulatory deadline, we have established the following transition dates for our Accumulator IUL, UL-G and CAUL products (Symetra Protector IUL and Term products are already on 2017 CSO Tables).

Important CSO 2017 dates and timelines

Oct. 31, 2019: New 2017 CSO versions of Accumulator IUL, UL-G and CAUL will be available in Winflex and Symetra Life Illustrator.
Dec. 6, 2019: Non-CSO compliant versions will be removed, and only 2017 CSO versions of Accumulator IUL, UL-G and CAUL will be available for illustration.
Dec. 13, 2019: Symetra will no longer issue non-2017 CSO contracts. Please note that all non-2017 compliant products must be in-force by Dec. 31, 2019.

Important year-end business deadlines (all products)

Dec. 9, 2019: Final underwriting requirements must be received by Symetra.
Dec. 20, 2019: To ensure timely processing, final issue requirements for new business should be received for both daily and weekly commission schedules.
Dec. 31, 2019: Final business day of 2019.

Corporate Headquarters:
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.

Premier Brokerage Services is not affiliated with The Leaders Group, Inc.


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