Removing obstacles and revealing opportunities
Start the conversation about risks in retirement
Symetra’s Risk Representation program helps set a foundation for retirement planning at the intersection of logic and emotion. We’ll provide tools and strategies to help:
• Challenge behavioral barriers in the retirement conversation.
• Address risks that prevent clients from maximizing objectives and capitalizing on opportunities.
• Highlight options clients may want to consider as they plan for for their futures.
Your Risk Representation journey begins here
Start with our insight article series below, then fill out the form for access to additional articles, presentations and client-facing materials, plus 1:1 guidance from Symetra’s wholesaling team.
How rising interest rates put bond values at risk
Your clients may consider bonds a “safe harbor” in times of uncertainty. But the reality is that bonds are subject to the risk of loss as well due to a number of factors, including the rise or fall in interest rates. Help clients understand interest rate risks (PDF) in fixed income investing and potential solutions to address those risks in their portfolios.
Will inflation affect your clients’ retirement goals?
Inflation is back, with living costs on the rise in a way not seen since the 1980s. Clients may be feeling the pinch now, but it’s important to consider what the role of inflation on their retirement investments might be in the future. Look at ways to address the loss of purchasing power and options to help generate increased income over the course of retirement (PDF).
The Great Resignation: Don’t leave assets behind
The Great Resignation mindset has opened new directions for people in all stages of their working lives. For clients (or their family members) who have taken the leap, strong ties may linger with former employers—and none might be stronger than a 401(k) that’s been left in an employer plan. What opportunities are clients missing out on if they neglect this asset? (PDF)
Ready to learn more? Sign up below.
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.
Financial Professional Use Only
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.
A full suite of retirement products
Protection, growth and income. Annuities can help your clients retire with confidence.
To learn more about our products, visit our annuity overview page on Symetra.com.
Interested in working with Symetra?
We provide solutions for your clients' needs and can be an active partner in supporting and developing your business.
If you're a licensed and/or registered representative, you can become appointed with Symetra by completing a brief application and submitting any necessary supplemental materials.
To request an appointment, contact our Contracts and Licensing Department at 1-800-210-1106, option 1, or send an email via the button below.