Symetra’s Customized Retirement Income Modelsm (CRI Model) was designed to help your clients make a smooth transition from collecting paychecks to generating personal income. And now, Symetra has made it even easier to illustrate and explain how the CRI Model works.

On our new partner Web site, partner.symetra.com, you can create your own customized, client-facing web page where clients can view our CRI Model video and request – from you – a customized illustration of their retirement income plan based on their actual retirement savings.

Then, from your own personal site, you can run a customized illustration of your clients’ retirement income plan that you can share with them via email or in person. You’ll also find links to Symetra marketing materials and other information for creating retirement income plans with Symetra.

Here’s how to get started

1. Go to http://partner.symetra.com/register.aspx and create your own user account. For your account name, use something easy for you and your clients to remember and enter online, such as [first name][last name] (i.e. johndoe). Your user name becomes part of the Web site URL, so choose carefully.



2. After Symetra has approved your account, you can log in and see your own customized home page, “My Advisor Site”, and your client-facing homepage, “My Client Site”.



3. Email your clients with your new, unique Symetra URL: http://partner.symetra.com/[your account name] (i.e. partner.symetra.com/johndoe). They will be directed to a homepage with your name and email address, a link to the CRI Model video, and a link for requesting an illustration.

If your clients request an illustration, the request will come to you via email and you can get started on their illustration. It’s fast, simple and gives you a front-loaded starting point for selling a complete CRI Model retirement income plan.

About Symetra’s CRI Model
Your clients have spent a lifetime planning their retirement savings. Now, they have to plan how to spend it. Our CRI Model is an income planning solution based on a foundation of guaranteed income and long-term investments. It is powered by an income annuity for guaranteed income early in retirement, and equity-based investments for later.

The CRI Model is an asset allocation strategy that can:

• Increase the possibility of positive returns over time.
• Help ensure necessary expenses are covered.
• Help clients maintain their lifestyle.

Your retirement-age clients are looking for retirement income solutions. The information they need is just a few mouse-clicks away at your Symetra partner web site.