Symetra Rate Change Effective Wednesday, 11/13/2024

Symetra is announcing a rate increase effective Wednesday, November 13th. Please find the new rates and Symetra’s rate lock rules.

Fixed Annuity Increase. Non NY only:

  • Select Pro and Max: +10 to 15bps

No other changes at this time. Please see 2024 end of year deadline information below.

2024 Deadlines for Year-end New Business

To ensure 2024 processing, applications must be received and in good order by the following dates:  

Retirement New Business: Friday, December 20  

Annuity In-Force Transactions: Monday, December 23  

This includes transfers, 1035 Exchanges, repetitive payments, partial and total withdrawals. If clients prefer to have their transaction processed in 2025, please make a note on the request.  

Death Claims: Death claim requests received by Friday, December 13 will be processed by Friday December 27.