Symetra Adds Three Experienced Wholesalers to Registered Investments Sales Team
Carlson, Shearer and Villanova to Represent Symetra True VA in Midwest and Southeast
BELLEVUE, Wash.--(BUSINESS WIRE)-- Symetra Life Insurance Company today announced three more members of its dedicated Registered Investments external wholesaling team.
The following sales professionals will represent Symetra True Variable Annuity(SM) with fee-only registered investment advisers and fee-based broker-dealer advisers in the Midwest and Southeast:
Bob Carlson joins Symetra from Willis North America in Chicago, where he served as a personal risk adviser for high net worth clients. Before Willis, Carlson spent 11 years at Northern Trust Company, with responsibility for wholesaling mutual funds and separately managed accounts to registered investment advisers and independent financial advisers. He previously held sales roles at Harris Bank, AON, Marsh & McLennan and Kemper Financial Services. Carlson earned a bachelor’s degree at Texas Christian University (TCU). He is a Chartered Property Casualty Underwriter and holds FINRA Series 6, 7 and 63 licenses. Based in Chicago, Carlson is Symetra’s senior investment specialist for Illinois, Iowa, Minnesota, Missouri and Wisconsin.
Richard Shearer comes to Symetra from Sun Life Financial, where he was responsible for sales and marketing of Sun Life financial products in several southeastern states. He previously held regional sales leadership roles at J.P. Morgan Asset Management, AIM Investments and AIM Funds. A graduate of the University of Texas, Austin, Shearer holds FINRA Series 7, 26, 63 and 65 licenses. He has earned CIMC® and CIMA® certifications, and he is currently enrolled in a Certified Financial Planner (CFP®) program. Based in Atlanta, Shearer is Symetra’s senior investment specialist for Georgia, Alabama, South Carolina and Tennessee.
Paul Villanova is an experienced variable annuity sales professional, most recently serving as senior vice president and divisional sales manager for Sun Life Financial Distributors in Boston. Before Sun Life, he held sales positions at Conseco Fund Group, ING Funds and Liberty Funds Distributors. Villanova has a bachelor’s degree from Northeastern University and an MBA from Regis University. He holds FINRA Series 6, 7, 26 and 63 licenses. Villanova is Symetra’s senior investment specialist for Florida.
“Bob, Rick and Paul bring years of experience and valuable market knowledge to our Registered Investments team. They complement the deep talent we already have on board and will represent Symetra well in their respective territories,” said Dan Guilbert, executive vice president of Symetra’s Retirement Division.
For more information about Symetra True Variable Annuity, visit www.trueva.com. For advisers interested in a selling agreement, call 1-855-TRUEVAS (1-855-878-3827).
Symetra Life Insurance Company is a subsidiary of Symetra Financial Corporation (NYSE: SYA ) , a diversified financial services company based in Bellevue, Wash. In business since 1957, Symetra provides employee benefits, annuities and life insurance through a national network of benefit consultants, financial institutions, and independent agents and advisers. For more information, visit www.symetra.com.
Before investing, clients should carefully consider the investment objectives, risks, charges and expenses. This and other information is contained in the contract prospectus and the underlying portfolio prospectuses. Clients should call or write their Registered Representative or Symetra for free copies of the prospectuses or visit www.symetra.com for online copies. Clients should read carefully before investing.
Securities are offered through Symetra Securities, Inc. (SSI). Symetra True Variable Annuity is a flexible premium deferred variable annuity issued by Symetra Life Insurance Company (SLIC). Contract form number is ICC12_RC1 in most states and is not available in all U.S. states or any U.S. territory. SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135.
Variable annuities, which are suitable for long-term investing, are subject to market risks, including the loss of principal invested. Like many variable annuities, this contract has terms and limitations for keeping it in force. Please contact your Registered Representative for complete details.
Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company.
Symetra Financial Corporation
Diana McSweeney, 425-256-6167
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