Understanding and managing risk in client portfolios
As they approach retirement, clients need to understand the important transition from managing growth to managing risk in their portfolios.
“Risk representation” is our approach to educating clients on the risk that may exist in their portfolios—and the steps they can take to manage it
Video: How do you talk to clients about portfolio risk?
On Nasdaq’s “TradeTalks” program, Symetra’s Andrew Farrell, SVP of retirement sales, distribution and marketing, shared tips that can help you start the conversation about risk in retirement.
Ready to learn more?
Contact Symetra’s Retirement Sales Desk at 1-800-706-0700 or email@example.com for more client conversation strategies.
Nasdaq and Symetra Life Insurance Company are not affiliated.
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.