We know you have many options when you’re looking for a broker-dealer to partner with. It’s an important—and often difficult—decision, as who you partner with makes a clear statement about your focus and plays a significant role in your business and your clients’ success.
With a solid financial history and decades of industry experience, Symetra Investment Services (SIS) is a broker-dealer 100% committed to putting you, your practice and your clients first. You see it reflected in our values and in the proactive solutions we provide so you can focus all your attention on your clients and their financial future.
SIS holds itself to a high standard of exemplary stewardship and due diligence in ensuring that the products and programs we offer have our advisors’ practices and clients’ best interests in mind. We excel at supporting advisors who are looking ahead to their clients’ future stability through the utilization of retirement and income planning processes.
SIS has a strong balance sheet that well exceeds FINRA’s excess net capital requirements. Backed by the strength and assets of Symetra, our parent company, advisors who partner with SIS enjoy the strength and resources of a large firm with the nimbleness and service excellence of a small firm. You can have confidence that the broker dealer you aligned with has a solid base and will be a stable force in the future of your practice, letting you focus on your clients, not your broker dealer.
To get more information about joining SIS, contact us at:
Learn more about SIS.
Learn more about Symetra.
Why Join SIS?
06 DEC 2011
Symetra’s Phil Bouvier, vice president of Life Insurance Sales, outlines why a growing number of older Americans may benefit from incorporating life insurance into their retirement strategy.
Richard Moran Named President of Symetra Investment Services, Inc. and SVP of Symetra Life Insurance Company.