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How can I start the conversation?
Our "Don't Fear 65" consumer campaign offers fun, creative tools to help you talk with clients about retirement income solutions. Use the sample scripts below for e-mails, letters, voice messages or face-to-face conversations.
Conversation Starters
1. Market-proof your retirement income. (link clients to our retirement worksheet)
During tough economic times it's easier for retirees to understand the importance of having stable, reliable income that can never be reduced by investment losses. Now's the perfect time to talk about the stabilizing role income annuities can play within a comprehensive income-and-investment portfolio. Link clients to www.dontfear65.com. Then invite them to put their own fearless retirement plan in motion by completing the retirement worksheet  and calling you for an instant income annuity quote. Be sure to give them the extra confidence that comes from knowing their income annuity is backed by a financially strong and growing company with a half-century legacy of keeping its long-term promises (see "Q & A: Symetra's Financial Strength").
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1. Sample Script - Market-proof your retirement income.
During tough economic times like these it's painful to watch market losses eat away at your nest egg. Especially if you rely on your investments for income.
The good news is income annuities can help.
Income annuities can help safeguard your lifestyle by locking in guaranteed income for life. You'll feel better knowing you have stable, reliable, completely indestructible income that can never be reduced by investment losses. You can even schedule regular income increases.
Learn more at www.dontfear65.com. Then, if you'd like to see how an income annuity would fit into your own fearless retirement plan, take a moment to complete the retirement worksheet . I'll use that information to provide you with an instant, no-obligation quote.
Sincerely,
<YOUR NAME AND CONTACT INFO>
P.S. Learn more about Symetra Life Insurance Company - a financially strong and growing company with a half-century legacy of keeping its long-term promises to customers like you - at www.symetra.com/aboutus.
Income annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 12000, Bellevue, WA 98004. Products not available in all states or any U.S. territories.
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2. Plan your fearless retirement. (link clients to fun videos)
 
Our Don't Fear 65 videos are meant to be both funny and inspirational. In fact, we designed them to be shared. One way to get the conversation started is by linking clients to the videos - just for fun (there are no sales pitches) - and inviting them to call you if they'd like information about solutions for funding their retirement adventures.
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2. Sample Script - Saw This Video, Thought of You
We haven't spoken in a while, but I saw this fun "Don't Fear 65" video and thought of you - especially now that your own retirement is just around the corner:"
(CHOOSE ONE)
A) (FEMALE VERSION) http://www.dontfear65.com/#/videos/1/
B) (MALE VERSION) http://www.dontfear65.com/#/videos/2/
One of the things I like about this video is the message that turning 65 should be a milestone to celebrate, not fear.
If you have some time, I would love the opportunity to chat about all the ways I can help you plan for your fearless retirement. Call me for a no-obligation consultation, including how to turn a portion of your nest egg into lifetime income you can never outlive.
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3. How long will your money last? (link clients to helpful calculator)
Our simple Don't Fear 65 calculator allows your clients to plug in their desired monthly retirement income and annual cost-of-living increases. They then match this information with their expected Social Security benefits, pensions and personal savings information. If their desired income falls short of their life expectancy, show them how income annuities or longevity insurance may be able to help stretch their nest egg further.
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3. Sample Script - Will Your Savings Last? Use This Calculator to Find Out
One of the things I strongly believe is that turning 65 should be a milestone to celebrate, not fear. Now that your retirement is just around the corner, I'd like to talk about how I can help you plan for your fearless retirement.
One place to start is by determining how long your nest egg could potentially last. This calculator can give you a ballpark figure:
www.dontfear65.com (select "How long will my money last?")
Remember, your retirement could last 30 or 40 years - maybe longer. If your retirement income looks like it could fall short of your life expectancy, don't panic. Call me for a no-obligation consultation on solutions that can help you create lifetime income you can never outlive.
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4. Create your own retirement check. (link clients to educational case studies)
Your clients have worked hard to build a nest egg, but many have no idea how to turn their savings into income. Link them to the case study that can help them visualize how income annuities or longevity insurance might work for them.
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