Helping clients protect what they’ve earned
shouldn’t be a risky proposition
Introducing Risk Representation: A new program to help keep clients on track for retirement
What keeps your clients up at night? Is it the risk of running out of money in retirement? Worry that their investments won’t keep up with inflation?
Our Risk Representation program helps you have conversations with clients about the fears that may hold them back from making investment decisions that could affect their future retirement plans.
Fill out the form to connect with our team and learn how Risk Representation can help remove obstacles and reveal opportunities for your clients. You’ll also receive a Risk Representation guide with more about the program and additional articles on retirement risk.
Turn client focus from risk to opportunity
Balancing client emotions with sound money management principles can present significant challenges for today’s financial professionals. In an era when social media sound bites can overrule logical decision making, it’s harder to keep clients focused on their long-term retirement journeys. Removing emotional biases and providing sound recommendations can keep your clients on course.
Risk Representation can help you have deeper conversations about investment risks and what clients may want to consider as they plan for retirement.
Not a bank or credit union deposit, obligation or guarantee. May lose value. Not FDIC or NCUA/NCUSIF insured. Not insured by any federal government agency. This material is not intended to provide investment, tax or legal advice.
Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004.
First Symetra National Life Insurance Company of New York. Mailing address: P.O. Box 34690, Seattle, WA 98124.
Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, "Symetra"). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.