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SIMON adds Symetra annuities to offering


SIMON Annuities and Insurance Services (SIMON) has expanded its annuities platform and digital marketplace for wealth managers with the addition of Symetra fixed indexed annuities and structured variable annuities. Both product lines are now available on SIMON’s Marketplace, which provides in-depth pre- and post-sale analytics to financial professionals serving the retirement needs of clients.

Jason Broder, CEO of SIMON, says: “The annuities industry is rapidly evolving as advisors rethink traditional portfolios while looking for a balance between accumulation and income. SIMON engages advisors with a holistic, interactive experience giving them the tools to easily navigate the annuities landscape and in turn have better solutions and conversations with their clients. We’re thrilled to welcome Symetra to SIMON, and to offer their products to advisors on our platform.”

Advisors can now seamlessly find and explore Symetra annuity products and features, run powerful allocation and income analytics, and access product-specific marketing literature—all from directly within SIMON’s interactive platform. The Symetra product lineup will expand to include fixed annuities later this year.

“Symetra is committed to helping advisors and their clients thrive in an ever-changing world,” says Kevin Rabin, Vice President, Retirement Products at Symetra. “By bringing our products to SIMON’s Marketplace, we can highlight features beyond rates to help advisors make better-informed decisions with their clients and give wholesalers a digital tool to underscore the benefits annuities can bring to financial planning—protection, growth potential and guaranteed income in retirement.”

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