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VALUE OF AN ADVISOR
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Value of an Advisor
You don’t want to pick your insurance and investments out of a hat. You need good advice from a trusted, licensed professional—preferably one who lives and works in your community. Someone who can:

  • Recommend helpful strategies

  • Simplify complex financial concepts

  • Help you choose products from a variety of companies—not just ours


WHY WORK WITH AN INDEPENDENT ADVISOR?

Choices
Independence means they’ll help you shop around—not just for the best price, but for the service and protection that best meets your needs.

One-Stop Shopping
Many independent advisors offer a full range of products— home, auto, business, life, health, annuities and investments—so they can review all your protection and investment needs at one time. They’ll then work with you to create a comprehensive, custom plan.

Personalized Service
They’ll treat you like an individual, acting as your personal consultant,
assisting you with claims and ensuring that your coverage keeps pace with
your changing needs.

We’ll be glad to help you find an advisor or agent in your area. Just call customer service at 1-800-796-3872—or submit a Find an Advisor request. 

 

​10 THINGS TO CONSIDER WHEN CHOOSING AN INDEPENDENT ADVISOR
 

1. Do they offer the products and solutions I need?

2. Do they represent a variety of companies?

3. Are they state licensed?

4. How many years of experience do they have?

5. Have they earned professional designations?

6. Do they belong to industry associations? 

7. What are their areas of specialization?

8. Do they offer claims support and other customer services?

9. Can they be reached when I need them?

10. Were they recommended by friends, family or trusted professionals I work with?

    First Symetra National Life Insurance Company of New York, New York, NY. Mailing address: P.O. Box 34690, Seattle, WA 98124-1690. All rights reserved. Symetra® is a registered service mark of Symetra Life Insurance Company. Symetra Life Insurance, not a licensed insurer in New York, is the parent company of First Symetra National Life Insurance Company of New York.