Symetra Trek Plus
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Highlights
Symetra Trek Plus is a single premium deferred index-linked annuity contract issued by Symetra Life Insurance Company. The Contract is designed to help you invest on a tax-deferred basis and meet long-term financial goals.
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, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
6 Years |
|
Surrender schedule
|
9%8%7%6%5%4% |
|
Free withdrawal
|
15% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, 401k, IRA, IRA Rollover, IRA Transfer, TSA 403b, IRA-Roth, SIMPLE IRA, 1035 Exchange, and Inherited IRA |
Brochure
|
Open brochure |
Find out if the Symetra Trek Plus is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 6-Year S&P 500 PTP Participation Rate with 20% Buffer |
Point to Point
6-Year
|
108%
Participation
|
| 1-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Annual
|
19.5%
Cap
|
| 6-Year Russell 2000 PTP Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
|
| 6-Year S&P 500 PTP Participation Rate with 20% Buffer |
Point to Point
6-Year
|
120%
Participation
|
| 6-Year Russell 2000 PTP Participation Rate with 20% Buffer |
Point to Point
6-Year
|
115%
Participation
|
| 1-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
Annual
|
13%
Cap
|
| 1-Year Russell 2000 PTP Cap with -10% Floor |
Point to Point
Annual
|
16.5%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with -10% Floor |
Point to Point
Annual
|
14.5%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with -10% Floor |
Point to Point
Annual
|
18%
Cap
|
| 1-Year PIMCO Equity Fusion PTP Cap with -10% Floor |
Point to Point
Annual
|
15%
Cap
|
| 1-Year S&P 500 PTP Participation Rate with Cap with -15% Barrier |
Point to Point
Annual
|
100%
Participation
19.5%
Cap
|
| 1-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Annual
|
20%
Cap
|
| 1-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Annual
|
25%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Annual
|
20.5%
Cap
|
| 1-Year MSCI Emerging Markets PTP Participation Rate with Cap with 10% Buffer |
Point to Point
Annual
|
100%
Participation
33%
Cap
|
| 1-Year PIMCO Equity Fusion PTP Cap with 10% Buffer |
Point to Point
Annual
|
21%
Cap
|
| 1-Year S&P 500 PTP Cap with 15% Buffer |
Point to Point
Annual
|
12%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with 15% Buffer |
Point to Point
Annual
|
14%
Cap
|
| 6-Year Russell 2000 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
120%
Participation
|
| 1-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Annual
|
15%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Annual
|
17%
Cap
|
| 1-Year PIMCO Equity Fusion PTP Cap with 10% Buffer |
Point to Point
Annual
|
16%
Cap
|
| 2-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
40%
Cap
|
| 2-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
47.5%
Cap
|
| 2-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
35%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with 10% Buffer |
Point to Point
Annual
|
20.5%
Cap
|
| 2-Year MSCI Emerging Markets PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
105%
Participation
|
| 2-Year PIMCO Equity Fusion PTP Cap with 10% Buffer |
Point to Point
Biennial
|
51%
Cap
|
| 2-Year S&P 500 PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
107%
Participation
|
| 2-Year Russell 2000 PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
102%
Participation
|
| 2-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
50%
Cap
|
| 2-Year MSCI Emerging Markets PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
115%
Participation
|
| 2-Year PIMCO Equity Fusion PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
110%
Participation
|
| 6-Year S&P 500 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
115%
Participation
|
| 6-Year Russell 2000 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
107%
Participation
|
| 6-Year S&P 500 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
130%
Participation
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
10%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered with 15% Buffer |
Performance Triggered
Annual
|
9%
Performance triggered
|
| 1-Year Nasdaq-100 Performance Triggered with 15% Buffer |
Performance Triggered
Annual
|
10.75%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 |
|---|---|---|---|---|---|---|
| Penalty | 9% | 8% | 7% | 6% | 5% | 4% |
Riders
No Riders for Symetra Trek Plus annuity.
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