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Symetra Life Insurance Company Completes $500 Million Surplus Notes Offering

07.24.25

The Firm represented the initial purchasers, led by Wells Fargo Securities, LLC, BofA Securities, Inc., J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc., in connection with a Rule 144A/Regulation S offering by Symetra Life Insurance Company (“Symetra”) of $500 million aggregate principal amount of 6.550% Surplus Notes due 2055. Symetra intends to use the net proceeds from the offering for general corporate purposes, which may include funding a portion of the consideration for Symetra’s acquisition of Dearborn Life Insurance Company’s group life and disability business, working capital and other business opportunities.

Symetra is a stock life insurance company domiciled in the state of Iowa. Symetra’s operations date back to 1957, and many of its distribution relationships have been in place for decades. Symetra is a wholly owned subsidiary of Symetra Financial Corporation.

The Simpson Thacher team included David Azarkh, John O’Connell, Jessica Ryan and Cara Capoccitti (Capital Markets); Jon Cantor and Benjamin Bressler (Tax); Jamin Koslowe (Executive Compensation and Employee Benefits); Steven DeLott (Insurance); Christine Tillema (Regulatory); Corina Holland (Intellectual Property); and Jennie Getsin (Blue Sky).