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The Cost of Cash
Will inflation erode your clients’ purchasing power? Symetra’s fixed indexed annuities may be able to help.
Even over relatively short periods, the effect of inflation on the price of common goods and services can affect the longevity of your clients’ retirement savings. So help protect their purchasing power by trimming excess cash from their portfolios… and putting it to work. For example, Symetra’s fixed indexed deferred annuities may help preserve more long-term buying power. Use the following “Cost of Cash” resources to learn more.
Inflation: The Quiet Erosion.
Inflation is the rate at which the general level of prices for goods and services is rising, and subsequently, purchasing power is falling. When inflation rises, every dollar buys a smaller percentage of a good.
If your clients’ portfolio is currently over-weighted in cash for their retirement savings needs, there may be a cost to waiting to get back into an asset or product with greater return potential than cash is offering.
Concerns about market risk can keep clients in cash positions beyond their emergency planning and liquidity needs. Meet Jim and see how he and his financial professional or insurance producer work to improve returns on his portfolio without taking on additional market risk.
Our campaign offers a webinar, or we can provide you with an email invitation and presentation to help you tell the Cost of Cash story to a broader audience. For more information, please contact our Retirement Sales Desk at 1-800-706-0700, firstname.lastname@example.org, or complete this request form to receive more information.
Not a bank or credit union deposit, obligation or guarantee May lose value NOT FDIC or NCUA/NCUSIF insured Not insured by any federal government agency
Annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Products are not available in all U.S. states or any U.S. territory.
This material is not intended to provide investment, tax or legal advice.
Symetra® is a registered service mark of Symetra Life Insurance Company.