Symetra Edge Pro 5 Annuity Review
The Symetra Edge Pro 5 annuity is a Fixed Indexed annuity designed for growth with an available income rider. Symetra also offers a 7 year version of this annuity.
Edge Pro Annuity Highlights:
- This annuity offers penalty-free interest withdrawals.
- There are no fees, loads, or sales charges.
- Participate in stock market gains without any downside risk.
- Click to read the Edge Pro company brochure.
| Edge Pro 5 Annuity Interest Rates Purchase Premium of $100,000 or More | |||
|---|---|---|---|
| Index | Strategy | Cap Rates | |
| S&P 500 | Annual Point to Point | 6.50% | |
| Monthly Average | 6.50% | ||
| S&P MSCI EAFE | Annual Point to Point | 6.25% | |
| Monthly Average | 7.00% | ||
| Declared Rate = 2.65% | |||
| Edge Pro 5 Annuity Interest Rates Purchase Premium of $10,000 - $99,999 | |||
|---|---|---|---|
| Index | Strategy | Cap Rates | |
| S&P 500 | Annual Point to Point | 6.00% | |
| Monthly Average | 6.00% | ||
| S&P MSCI EAFE | Annual Point to Point | 5.75% | |
| Monthly Average | 6.50% | ||
| Declared Rate = 2.50% | |||
Frequently Asked Questions About the Edge Pro Annuity:
Q: What is the minimum premium I need to pay?
A:$10,000
Q: Am I paid a bonus on my initial premium at sign-up?
A: No, there is no premium bonus.
Q: Can I pay additional premium later on?
A: No. This is a single premium annuity.
Q: Are there any age restrictions?
A:Yes. You can purchase this annuity up to age 85. In some states the age requirements may differ.
Q:In which states is the Edge Pro 5 annuity available?
A:The Edge Pro 5 annuity is not available in all states. Call 800-872-6684 to find out if it's available in your state.
Q: Does this annuity have an income rider (for withdrawing income)?
A:No. There is no optional income rider.
Q: For how long are surrender charges in effect?
A:5 Years
Q:Does the Edge Pro 5 annuity permit any withdrawals without penalties?
A:Yes. Up to 10% in each contract year.
Q: What benchmark indices do the Edge Pro 5 annuity offer?
A:S&P 500, S&P GSCI
Q: What are the index account options?
A:Annual Point-to-Point and Monthly Average.
Q: What is the Method for Crediting Interest or Gains?
A: Cap rates.
To review the Edge Pro annuity with an agent or to receive a free personalized illustration call 800-872-6684 or fill in the "Get My Free Quote" form in the upper right section of this page.
Read more about the Symetra Edge Pro Annuity on Symetra's site
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