Symetra Life Insurance Company today announced the formation of a dedicated wholesaling team to represent the company’s registered investment products, including Symetra True Variable Annuity SM, which launched on June 18, 2012.
“With the recent introduction of Symetra True VA, our new wholesaling team is working with fee-only registered investment advisers and fee-based broker-dealer advisers to secure selling agreements and identify clients who might benefit from a variable annuity,” said Dan Guilbert, executive vice president of Symetra’s Retirement Division. “With its low fees 1 and premier fund lineup, True VA offers a compelling investment solution for advisers and their clients.”
To deliver Symetra investment solutions to fee-based and fee-only advisers, the company is assembling a team of wholesalers experienced in the advisory marketplace. These three industry veterans recently joined the Symetra team:
Dinah Bird, Ph.D., CFP ® , CIMA ® — Bird brings to Symetra a wealth of portfolio management knowledge and business development expertise from sales leadership roles at several investment management firms and broker-dealers. From 2000–2007, she worked at Barclays Global Investors where she was one of the original wholesalers of iShares exchange-traded funds. Bird earned a doctorate and master’s degree at Claremont Graduate School, a master’s degree at Texas Tech University and a bachelor’s degree at Southwest Texas University. In addition, she holds the CFP ® and CIMA ® designations, Kentucky life and health insurance license, and NASD Series 6, 7, 24, 26, 63, 65 and 79 licenses. Bird is Symetra’s senior investment specialist for Ohio, Michigan, Indiana and Kentucky.Jeffrey Jennings — Jennings most recently served as vice president, regional marketing director at Sun Life Financial in San Francisco where he was responsible for traditional and fee-based annuity sales through independent broker-dealers. He previously held regional vice president and account management positions at Guardian Investor Services and Hartford Financial Services. He was consistently recognized as one of the top wholesalers in each of these firms. Jennings is a graduate of the University of Colorado, Boulder and holds NASD Series 6, 26 and 63 licenses. He is Symetra’s senior investment specialist for Northern California and the surrounding area. James Maertz — Maertz joins Symetra from Hartford Mutual Funds, where he was a regional vice president and ranked as one of the company’s top wholesalers over several years. In recognition of his sales expertise and strong distributor relationships, Maertz served on The Hartford Mutual Funds Advisory Board from 2009–2011. He earned a bachelor’s degree at San Diego State University and holds NASD Series 6 and 63 licenses. He also completed a three-year professional development program at Rainmaker U. Maertz is Symetra’s senior investment specialist for Southern California and the surrounding area. “I am pleased with the caliber of wholesalers we are attracting for our registered investments sales force,” Guilbert said. “Success in the fee-only and fee-based space requires a highly technical, consultative approach focused on creating investment solutions. Dinah, Jeff and James are skilled sales consultants who understand the nuances of the advisory world. They will be a great help in advancing our efforts to share the True VA story.”