| Our three-day seminar will equip you with the specialized knowledge and tools you need to help your clients implement a reliable retirement income strategy.
Thought retirement was tough before? Now factor in extreme market losses, a crippling recession and global economic chaos. No wonder seven in 10 retirees now worry they’ll outlive their savings1 — a 30 percent drop in confidence from a year ago. Are you prepared to help your clients gain the confidence they need to navigate through these challenging times?
Our exclusive Symetra Income Academy, March 23-25, in Denver, can help.
With this course and our on-going curriculum, you’ll gain the skills, tools, support and practical knowledge to help you achieve success in the retirement income arena.
Opportunity to Increase Sales
Providing retirement income strategies is the single biggest opportunity for agents and advisors, as today’s clients are seeking “strategies” not products.2 After just three days, the Symetra Income Academy will equip you with the specialized knowledge and tools you need to help the nation’s growing senior population build the custom income-and-investment portfolios they need to create income certainty in an uncertain world. The Academy will leave you with a marketing plan giving you a structured approach to client retention, client cross-selling and new client building.
Establish Yourself as a Retirement Income Expert
Discover a customizable asset allocation strategy that can help clients collect 25-plus years of retirement income, while also increasing income to keep pace with inflation and maintaining their principal balance. Explore options incorporating lifetime income guarantees into your client’s plan utilizing longevity insurance3 — a cost-effective alternative to traditional income annuities that locks in future income at today's prices.
Your Symetra Income Academy Schedule
The Symetra Income Academy will be held at the Denver Airport Marriott at Gateway Park.
Day 1: Monday, March 23, 2009
- Introduction by Symetra. Learning about the commitment to retirement income solutions, longevity and wealth transfer solutions
- Networking dinner with your Academy instructor, Phil Lubinski
Day 2: Tuesday, March 24, 2009
- Comprehensive Income Academy with Phil Lubinski
- Customized Retirement Income ModelSM case design
- Dinner and presentation by Brenda Wille-Cope on marketing strategies
Day 3: Wednesday, March 25, 2009
- Case design using your actual client scenarios
- Adjourn
Ongoing Training: In addition to the three-day academy, your curriculum will include:
- Three monthly 1½ hour online virtual classes
- Weekly blog posts
- Weekly field exercises
Your retirement income instructor
Philip G. Lubinski, CFP®, will be your retirement income instructor. Lubinski began his financial planning career in 1977. From 1981–1996 he was an instructor for the Pre-Retirement Planning Institute and conducted Retirement Planning Workshops for some of Denver’s largest employers, including Lockheed Martin Marietta, Coors Brewery, Denver Public Schools, Kaiser Permanente and the State of Colorado. Phil has been a guest on local television and radio programs. Most recently, he was featured on PBS Nightly Business Report and has been interviewed by several publications, including Money Magazine, Research Magazine and The Denver Post.
Phil brings a unique blend of “academic” instruction with practical application that he has used building his own practice. During the past 13 years, Phil has authored two retirement planning software systems: the Post Retirement Navigator and The Income for Life Model™. Applying over 30 years of experience and coaching thousands of retirees and advisors, Phil has teamed with Symetra in the further development and enhancement of our Customized Retirement Income ModelSM.
Learn more
Academy brochure 
Academy Requirements, Curriculum and Enrollment
Reserve your space Today
Contact the Symetra Sales Center at 1-800-706-0700 or invest@symetra.com to enroll or learn more.
About Symetra
Symetra Financial Corporation and its subsidiaries provide life insurance, annuities, employee benefits and retirement plans through a national network of independent agents and advisors. Headquartered in Bellevue, Wash., Symetra and its subsidiaries have approximately $20 billion in assets.4 Symetra is owned by an investor group led by White Mountains Insurance Group, Ltd. and Berkshire Hathaway Inc. For more information, visit www.symetra.com.
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