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Registered index-linked annuity · SEC-registered · defined downside design

Symetra Trek Plus

Issued by Symetra Life Insurance Company

AM Best A1% published segment feeCan lose value
Segment terms1-year · 2-year · 6-year
Downside choices10% buffer · 15% buffer · 20% buffer · 30% buffer · 100% buffer
Fee1% where publishedFee-null segments remain unknown; no zero fee is assumed
Surrender period6 yrs
Free withdrawal15%per year
Issue ages0–80 (annuitant and owner) · age limits based on the older person
Available jurisdictions49published in the feed
Market value adj.None
Get my rate reportAll 37 rate rowsVerified Sep 15, 2026 · CANNEX via AdvisorWorld
Headline segment · S&P 500 Index · 1-year · 10% buffer16.75% cap · 10% buffer

The upside term is shown with its index, term, downside rule, and fee status. This indexed segment can lose value.

The buffer absorbs the first 10% of segment loss; losses beyond it can still apply. This is not an FIA.

Every segment, by index and downside design

Read across a row to compare the upside term under each published downside design. Current rates for the selected state and $100,000 premium; every percentage identifies what it is.

Strategy fee is not published; outcome figures are suppressed unless another published fee applies.

Swipe horizontally to compare every protection level.

Index · term10% buffer15% buffer20% buffer30% buffer100% buffer
S&P 500
1-yearPoint-to-point
16.75% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
21.5% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
13.5% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 15%Minimum buffer: 15%
7.25% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
1-yearPerformance trigger
11.25% trigger rate
Segment detailsMinimum trigger rate: 1%Minimum participation: 100%Minimum buffer: 10%
10% trigger rate
Segment detailsMinimum trigger rate: 1%Minimum participation: 100%Minimum buffer: 10%
1-yearDual Trigger
9.5% trigger rate
Segment detailsMinimum trigger rate: 1%Minimum participation: 100%Minimum buffer: 0%
2-yearPoint-to-point
32% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
60% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
2-yearDual Trigger
17% trigger rate
Segment detailsMinimum trigger rate: 1%Minimum participation: 100%Minimum buffer: 0%
6-yearPoint-to-point
Not published
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
110% participation1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
100% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 20%Minimum buffer: 20%
105% participation1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 20%Minimum buffer: 20%
85% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
Not published1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
62% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
Russell 2000
1-yearPoint-to-point
23% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
30% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
2-yearPoint-to-point
50% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
80% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
6-yearPoint-to-point
160% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
110% participation1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
120% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 20%Minimum buffer: 20%
105% participation1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 20%Minimum buffer: 20%
Nasdaq-100
1-yearPoint-to-point
23% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
27.5% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
16% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 15%Minimum buffer: 15%
1-yearPerformance trigger
12% trigger rate
Segment detailsMinimum trigger rate: 1%Minimum participation: 100%Minimum buffer: 15%
2-yearPoint-to-point
45% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
65% cap1% strategy fee
Segment details1% strategy feeMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
6-yearPoint-to-point
140% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 10%Minimum buffer: 10%
110% cap
Segment detailsMinimum cap: 2%Minimum cap: 1%Minimum participation: 100%Minimum participation: 100%Minimum buffer: 20%Minimum buffer: 20%
Fixed account
1-year · Declared rate3% fixed
Segment detailsMinimum fixed-account rate: 2.5%
Holding account · rate not published
6-year · Rate not publishedNot published
6-year · Rate not publishedNot published
6-year · Rate not publishedNot published

Showing 33 of 33 indexed segments.

Three Buffer Plus holding rows publish no index, upside rate, or fixed rate. They remain in a separate holding-account ledger, and no indexed payoff mechanics are inferred for them.

What one segment pays at an index outcome

Contract arithmetic on today’s published terms, net of the published strategy fee; not a forecast.

Only segments with a published strategy fee are selectable. Fee-null segments remain in the complete matrix, but their outcomes are suppressed because no zero fee is assumed. A published-fee segment with an unsupported payoff mechanic also remains matrix-only rather than being approximated.

Downside-aware simulator

Test an index segment outcome

The segment can lose value. This educational one-segment scenario is not a carrier illustration.

Strategy fee 1%/yr applied.

Starting value

$100,000

Segment return

-16.69%

Ending value

$83,309

Outcomes are net of the published strategy fee. Point-to-point uses the stated buffer; Dual Direction credits a loss inside the buffer as a gain; Dual Trigger pays its flat rate when the index is at or above the negative buffer; Performance Trigger pays its flat rate when the index is at or above zero. The annual fee is compounded across the listed segment term.

The strategy fee, priced honestly

For segments that publish it, 1% a year applies whether the index rises, falls, or finishes flat. Fee-null rows are not treated as free.

1-year segment−1%$1,000 on $100,000
2-year segment−1.99%$1,990 on $100,000
6-year segment−5.85%$5,852 on $100,000
The fee is expressed as an annual charge and compounded across the full term for these outcome figures. Exact daily deductions and interim values are governed by the prospectus.

What the carrier can change at renewal

Upside rates and downside-protection terms are declared for each segment. These are the contractual minimums published with the live rows.

Declared, no index · 1-year2.5%Minimum fixed-account rate
Dual Trigger · 1-year100%Minimum participation rate
Dual Trigger · 1-year1%Minimum trigger rate
Dual Trigger · 2-year100%Minimum participation rate
Dual Trigger · 2-year1%Minimum trigger rate
Performance trigger · 1-year100%Minimum participation rate
Performance trigger · 1-year1%Minimum trigger rate
Point-to-point · 1-year1%Minimum cap
Point-to-point · 1-year100%Minimum participation rate
Point-to-point · 2-year1%Minimum cap
Point-to-point · 2-year100%Minimum participation rate
Point-to-point · 6-year1%Minimum cap
Point-to-point · 6-year100%Minimum participation rate
Minimum published buffer0%Lowest value across the published segment limits

Read the minimum buffer twice. A renewed segment may carry no buffer at all. Today’s buffer is a declared term and is not fixed for the life of the contract.

Open “Segment details” in the matrix to see the contractual minimum attached to that exact row.

Getting money out

Surrender charge · full schedule

Year 19%
Year 28%
Year 37%
Year 46%
Year 55%
Year 64%
After0%
Annual free withdrawal15%
Systematic withdrawalsAvailable
Nursing-home / terminal-illness waiverNursing home · Terminal illness
BailoutNot available
Return of premiumNot available
Death benefitStandard Death BenefitThe public product feed does not describe the calculation; the prospectus governs

Analyst notes

Where it stands out

  • The current menu combines annual and multi-year indexed terms with several buffer levels.
  • Some enhanced segments publish their own strategy fee, while standard segments do not publish one.
  • Trigger-style choices, one fixed account, and a separate holding-account ledger sit beside point-to-point cap and participation structures.

What to confirm

  • Indexed segments can lose value, including substantial value when losses exceed the selected downside buffer.
  • Fee-bearing segments and segments whose fee is not published are not interchangeable; outcome math is shown only when the applicable fee and payoff mechanics are published.
  • Three Buffer Plus holding rows publish no index or upside rate, so the page keeps them outside the indexed matrix and does not infer a payoff.
  • No current lifetime-income rider appears on this accumulation contract.
Best fitBuyers who can compare distinct fees, terms, and downside designs and can remain invested through an indexed term.
Not ideal forBuyers who cannot accept market loss, need unrestricted liquidity, or require lifetime income.

Expanded contract facts

Contract details beyond the headline rate

Fresh CANNEX source

Key facts published in the versioned CANNEX contract ledger. Gaps are labeled, not guessed.

Contract ledger statusAvailable · version 2.0
Product familyRILA
Share classesB Shareapplicable_rule · product_profile
PremiumNot published in feed
Issue ages0–80 (annuitant and owner) · age limits based on the older person
Joint age rulesannuitant: minimum age uses the younger person, maximum age uses the older person, maximum age difference not published · owner: minimum age uses the younger person, maximum age uses the older person, maximum age difference not published
Funding typesNon-qualified · Qualified
Annuitant typesJoint · Single
OwnershipCorporation · Joint · Single · Trust
Joint contractAvailable
Free-look periodAvailable
Annuitization maximum age95 years
Annuitization optionsJoint life · Single life
Profile feesNot published
Premium bonusNot published
Systematic withdrawalsYes
Minimum-withdrawals rule appliesYes
BailoutNo
Market value adjustmentNone
Return of premiumNot available
Free-withdrawal tiersTier 1: 15% · Available
CDSC schedule6 years · applies to the selected contract
Surrender ledger statusAvailable
Contract sourceCANNEXNormalized public contract facts; source XML and internal identifiers are not displayed.
Source vintagefreshObserved Sep 15, 2026 · generated Sep 16, 2026
Income rider optionsNone published — accumulation only
Death benefitStandard Death BenefitThe public product feed does not describe the calculation; the prospectus governs
Contract open dateNot published in feed

Source and vintage: normalized public product facts from CANNEX, observed Sep 15, 2026. Raw licensed XML and internal identifiers are not included. Terms can vary by state, premium, age, share class, and contract version; confirm the current carrier contract and illustration before purchase.

Prospectus and SEC filings

A RILA is a registered security. The prospectus governs interim value, performance lock, death benefit, and fees.

RegistrantSymetra Life Insurance Company

SEC CIK0001559495

File numbers333-283640

Open filings on EDGAR ↗

No verified carrier document link is published in the product feed. Rate-sheet supplements will appear only after their product and carrier match is verified.

State availability

49 published jurisdictions. Not available in New York or Oregon.

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Rates are sourced from CANNEX via AdvisorWorld and updated daily. Rates vary by state, premium band, and issue age. A registered index-linked annuity can lose value; a buffer, floor, or downside-participation rule limits specified losses but does not guarantee principal or surrender value. Upside rates and downside-protection terms can change on new segments. Educational only — not advice, a quote, or a carrier-approved illustration. Guarantees are backed by the issuing carrier’s claims-paying ability and are not FDIC-insured.

Machine-readable citation contract

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