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On Jan. 1, 2006, Kathleen Casey-Kirschling became the first baby boomer to turn 60. |
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Kathleen Casey-Kirschling’s is your average New Jersey grandmother. So, why are newspapers, magazines and television — everything from USA Today to CNN — talking about her birthday?
Demographers have singled out Casey-Kirschling’s birthday as the start of the post-World War II baby boom generation — the society-changing group of 76 million Americans born between 1946 through 1964.1 Born 1 second after midnight on Jan. 1, 1946, she has the distinction of being identified as the nation’s first baby boomer to turn 60.
“This generation is half again the size of the group that came before it,2 which means there’s a tremendous
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opportunity out there to help these folks manage their money in retirement,” said Kim McSheridan, vice president of Income Annuities |
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for Symetra Life Insurance Co. “There are literally thousands of boomers turning 60 every day. You can bet they’re making retirement plans, maybe even for early retirement.”
Your Retirement Income Experts
Need help getting started? “With Symetra Life, you know you’re working with retirement income experts,” said McSheridan. “We’re pioneers in the field, having launched our first income annuity in the mid-1960’s.”
With the rapid demise of traditional pensions, she said it’s more important than ever that we arm retirees with the products, tools and information they need to generate retirement income for life: “Symetra Life has everything you need to successfully embrace this enormous market opportunity.” |
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Retirement Income Solutions
Below is a quick review of some of the retirement tools Symetra Life has for your clients and for you, all of which can be found at the Customized Retirement IncomeSM section of our Web site.
Tools:
Income Annuities:
- Symetra Advantage Income Immediate Annuity — This single premium immediate annuity offers period certain, single life, or joint and survivor life options. Clients can add optional annual increases of up to 6.5 percent and installment refund guarantees.
- Symetra Income Builder Annuity — This 10-year period certain annuity is specifically designed to cover the first two segments of the six-segment The Income for Life ModelTM. In the sixth payment year, the monthly annuity payment automatically increases to help offset the effects of inflation.*
- Symetra Freedom Income Annuity — Freedom Income is designed for clients who want to secure a guaranteed and pre-determined stream of benefit payments, where the payments need to begin at some specific date in the future.
For more information, contact the Sales Center at invest@symetra.com or 1-800-706-0700.
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| *Increase amount is determined at time of application and is not based on consumer price index. |
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1 William M. Welch and Emily Bazar, “N.J. Woman Enjoys Celebrity of Being 1st Baby Boomer,” USA Today, Dec. 29, 2005.
2 About 50 million Americans born between 1922 and 1945 were dubbed the “Silent” generation (also known as the “Traditional” or “Veterans” generation).
Annuities are issued by Symetra Life Insurance Co., 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004.
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