Symetra Edge Elite 5
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Highlights
Symetra Edge Elite is a single-premium fixed indexed annuity. Edge Elite offers potential to take your retirement to a higher level. Growth potential based on the JPMorgan ETF Efficiente 5 Index, the Putnam Dynamic Low Volatility Excess Return Index and the S&P 500 Index.
Our enhanced accounts offer higher participation rates in exchange for an annual charge. With higher participation rates, your accounts have potential to grow at a higher rate than our other account options.
Our enhanced accounts offer higher participation rates in exchange for an annual charge. With higher participation rates, your accounts have potential to grow at a higher rate than our other account options.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
5 Years |
|
Surrender schedule
|
9%9%8%7%6% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, 1035 Exchange, and Inherited IRA |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
4.35%
Fixed
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Cap |
Point to Point
Annual
|
16%
Cap
|
| 2-Year Putnam Dynamic Low Volatility ER PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Biennial
|
360%
Participation
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Annual
|
235%
Participation
|
| 2-Year JP Morgan ETF Efficiente 5 PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Biennial
|
275%
Participation
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Annual
|
180%
Participation
|
| 2-Year JP Morgan ETF Efficiente 5 PTP Participation Rate |
Point to Point
Biennial
|
230%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 2-Year Putnam Dynamic Low Volatility ER PTP Participation Rate |
Point to Point
Biennial
|
295%
Participation
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.75%
Cap
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Cap |
Point to Point
Annual
|
16%
Cap
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
75%
Participation
|
| 1-Year Fixed Account |
Fixed
|
4.5%
Fixed
|
| 2-Year JP Morgan ETF Efficiente 5 PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 2-Year Putnam Dynamic Low Volatility ER PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Biennial
|
380%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11.25%
Cap
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Annual
|
255%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
85%
Participation
|
| 2-Year JP Morgan ETF Efficiente 5 PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Biennial
|
295%
Participation
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Enhanced Participation Rate Guaranteed for Term |
Point to Point
Annual
|
195%
Participation
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Cap |
Point to Point
Annual
|
18%
Cap
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Participation Rate |
Point to Point
Annual
|
165%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
65%
Participation
|
| 1-Year JP Morgan ETF Efficiente 5 PTP Cap |
Point to Point
Annual
|
18%
Cap
|
| 1-Year Putnam Dynamic Low Volatility ER PTP Participation Rate |
Point to Point
Annual
|
215%
Participation
|
| 2-Year Putnam Dynamic Low Volatility ER PTP Participation Rate |
Point to Point
Biennial
|
320%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Penalty | 9% | 9% | 8% | 7% | 6% |