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The Symetra Customized Retirement Income Model is an income planning solution based on a foundation of guaranteed income and long-term investments. Its asset allocation strategy can increase the possibility of positive returns, ensure necessary expenses are covered and help clients maintain their lifestyle.
While you have the flexibility to select personalized investments for your client, Symetra offers a selection of income products designed to fit into this model. Each addresses a different planning need.
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Symetra Income Builder Annuity
Client profile:
- Preparing for or already in retirement.
- Wants to start receiving income now or “lock-in” a pre-defined income stream for the future.1
- Interested in simplifying the income planning process.
Symetra Income Builder:
- Provides 10 years of guaranteed annuity payments.
- Gives clients the ability to choose an immediate or future payment start date.1
- Reduces paperwork by securing two segments of income with one product.
Symetra Advantage Income Immediate Annuity
Client profile:
- Near or already in retirement.
- Wants income stream to start within a year.
- Needs to convert investment assets into income streams in the future.
Symetra Advantage Income:
- Can supply five years of guaranteed annuity payments.
- Generates immediate income for the client.
- Creates an income stream as each investment segment is liquidated.
Symetra Freedom Income
Client profile:
- Preparing for or already in retirement.
- Wants to “lock-in” a pre-defined income stream for the future.
- Interested in planning flexibility while maintaining income certainty.
Symetra Freedom Income:
- Can supply five years of guaranteed annuity payments.
- Secures a future income stream at the time of purchase.
- Allows clients to customize their income schedule.
To learn more about how we can help you provide retirement income expertise for your clients, contact us at 1-800-706-0700 or invest@symetra.com.
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