Trek suite consumer resources
Resources and information for Symetra's index-linked annuities
Understanding your rates
Rates are outlined below for new and existing customers.
New customer rates
If you have a new contract, you’ll receive the current rates listed on our rate sheet. These rates apply during the time period specified.
Renewal rates for existing customers
If you already have a contract, your renewal rates may be different. To find out what renewal rates apply to you, first locate your initial allocation date:
- Find it on the Reallocation Notice we mailed you. This can also be found in the "Documents" section of your online account.
- Call us at 1-800-796-3872 if you need assistance.
Once you have your initial allocation date, you can determine your applicable renewal rates.
|
Product name |
Trek Destinations |
Trek Plus |
Trek Frontier |
Trek (Sales discontinued as of 7/28/25) |
|---|---|---|---|---|
|
New rates |
Not available |
Not applicable |
||
|
Renewal rates by initial allocation year |
Not applicable |
2019 (PDF), 2020 (PDF), 2021 (PDF), 2022 (PDF), 2023 (PDF), 2024 (PDF), 2025 (PDF) |
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|
Initial summary prospectus (ISP) |
Not applicable |
|||
|
Updating summary prospectus (USP) |
Not available |
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|
Statutory prospectus |
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|
Statement of additional information (SAI) |
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State disclosures (required at closing for certain states) |
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|
Financial statements |
Next steps
For more information on index-linked annuities, click here or contact your registered representative.
Securities are offered through Symetra Securities, Inc. (SSI). Member FINRA.
Symetra Trek suite products are long-term investments designed for retirement purposes. Products, features, terms and conditions may vary by state and may not be available in all U.S. states or any U.S. territory. There is a risk of substantial loss of principal. Please refer to the prospectus for more details.