10
SYMETRA INCOME EDGE FIXED INDEXED ANNUITY
How can Income Edge help my money grow?
Income Edge allows you to choose from accounts linked to market indexes and an optional fixed account, providing opportunities to grow your money and maintain the lifestyle you want.
Your account choices Your index choices
Indexed accounts Indexed accounts earn interest based on the
Because indexes may perform differently under similar market conditions, Income Edge offers two index options: S&P 500 Index Widely regarded as the best single gauge of large-cap U.S. equities, this world-renowned index includes 500 of the top companies in leading industries of the U.S. economy. 2 JPMorgan ETF Efficiente® 5 Index 1 This industry-leading, multi-asset-class index seeks to generate returns by utilizing a diverse array of exchange- traded funds (ETFs) and a cash index. The index rebalances monthly to create an asset mix with the best recent returns for a given level of risk. This design focuses on maximizing returns while limiting volatility—an attempt to dampen the up and down movements in the index. With this “target volatility” design, the index may have more stable performance than a traditional index, although partially at the expense of gains. Please see the index fact sheet for more information.
performance of a market index, such as the S&P 500® Index. An index is a financial tool that tracks the value of a specific collection of securities. In other words, it is a measurement of investment value—not an investment itself.
Fixed account The fixed account earns interest at a fixed rate that is declared at the beginning of the interest term.
Flexibility to transfer between accounts You can transfer money between your fixed account and/or any indexed accounts at the end of each 1-year interest term.
Made with FlippingBook - Share PDF online