Symetra Individual Life

Welcome to the team, Lorenzo! We’re excited to welcome Lorenzo F. Cooper to Symetra as our newest internal sales consultant for the Individual Life division. With over 25 years in financial services, including time spent working directly with clients, Lorenzo helps bring a sharp understanding of what producers need to deliver value and grow their business. He’s not just experienced; he’s sat in the same seat, and that perspective matters. In his new role, Lorenzo is committed to driving partner growth and championing Symetra’s mission to help more people achieve financial freedom. Looking forward to what’s ahead. Welcome, Lorenzo.

Clients aren’t just worried about dying too soon—they’re worried about outliving their finances and what health risks they will experience along the way. That shift is changing the role of life insurance and annuities. In the May/June edition of Aspire Magazine, we explore how living benefits, lifetime income, and wellness can help reframe the conversation—and deepen client engagement. Take a look: https://ow.ly/csUH50Z1ibr

Building a business is hard work. Ensuring its future success is even harder. Help your business clients retain top talent and protect their company. Our MultiLife Business Program provides streamlined life insurance protection to multiple key employees through a guaranteed-issue underwriting process designed specifically for them. Contact our Life Sales Desk at 1-877-737-3611 or multilifesales@symetra.com to learn more.

Details matter, especially when it comes to indexed universal life (IUL) and how index credits are applied. Symetra index credits are based on the beginning segment values (before policy deductions are taken), not the average or ending segment values—and that can make a big difference over time. Symetra’s beginning segment value credits are just one way we help clients make the most of their premium dollars from day one. #IndexedUniversalLife #IULexplained #IULbasics #IULstrategy #IULgrowth

Before Sue Bird stepped into the hockey rink, she made sure she was suited up for hard hits. Remind your clients that life insurance is kind of like that for their families. It can help soften the toughest blows that come their way: https://ow.ly/4MXJ50YBmE6 Then watch Sue Bird take a shot at hockey and other new hobbies in our Plan Well, Play Well series: https://ow.ly/yjie50YBmE7 #LifeInsurance

Cheers to 10 years, Shane Twenhafel ChFC, CLU, RICP! If you know Shane, you know he’s never met a stranger—and he’s always up for a good conversation. That energy has made him a trusted partner to BGAs and producers. One of Symetra’s “Midwest Road Warriors,” Shane has spent the last decade covering serious miles, sometimes even calling into radio stations from the car to keep things interesting. Reflecting on his years with Symetra, Shane shared, “I’ve really enjoyed building a territory for an evolving company in consistent growth mode. The last 10 years have been the greatest challenge of my professional life, and the most rewarding.” Join us in celebrating Shane’s 10th anniversary and all his accomplishments on and off the road.

Life is full of milestones: getting married, buying a home, starting a family and more. And with each new chapter, your financial responsibilities and #insurance needs may change. Taking time to review your coverage as life evolves can help you better protect the people who depend on you. Learn more: https://ow.ly/c9oO50YIokX #FinancialLiteracyMonth

Tax Day reality check: Your clients may be feeling the sting! A challenging tax experience could be an opportunity to explore different solutions. Now may be the time to show them the potential tax advantages of diversifying their retirement portfolio with cash value life insurance. Learn more: https://ow.ly/Fllc50YJ4V7