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SYMETRA STRIDE FIXED INDEXED ANNUITY
How can Symetra Stride help my money grow? Your account choices Your index choices Symetra Stride 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.
Indexed accounts Indexed accounts earn interest based on the
1 JPMorgan ETF Efficiente® 5 Index
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. In an attempt to dampen its up and down movements, the index rebalances monthly to create an asset mix with the best recent returns for a given level of risk.
performance of a market 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. If the index value goes up from the beginning to the end of the interest term, you’ll receive interest based on a participation rate or up to a declared cap (upper limit). The participation rate credits your contract a percentage of the total index’s performance over a specified interest term. Fixed account The fixed account earns interest at a fixed rate that is declared at the beginning of each interest term.
1-year term (with participation rate or cap) or 2-year term (with participation rate)
2 Putnam Dynamic Low Volatility Excess Return Index This dynamic index pursues attractive returns with a focus on managing volatility and avoiding unwanted surprises. It combines three kinds of assets: U.S. stocks with better risk-adjusted return potential than the market average, U.S. Treasury bonds for stability and diversification, and cash to mitigate downside risk. The index has rules that seek to manage risk. On a daily basis the index can flex and rebalance, targeting volatility centered around 5%.
Flexibility to transfer between accounts You can transfer money between your fixed account and/or any indexed accounts at the end of each 1- or 2-year interest term.
1-year term (with participation rate or cap) or 2-year term (with participation rate)
3 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.
1-year term (with participation rate or cap) or 2-year term (with participation rate)
Indexed interest crediting Interest credited to indexed accounts is determined by comparing the value of the index at the beginning of the 1- or 2-year interest term to its value at the end of the interest term. Interest is credited based on a participation rate or up to a cap, depending on which index you choose.
End date
Interest term start date
Chart is for illustrative purposes only.
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