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.

View Inflation: The Quite Erosion.

Could your cash be doing more?

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.

Could your cash be doing more?

Cash allocation worksheet.

Use this worksheet when you meet with your clients to help determine if they are holding an appropriate amount of cash or cash equivalents for their current and long-term savings needs.

View Cash allocation worksheet.

Cost of Cash case study: Meet Jim.

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.

View Cost of Cash case study: Meet Jim.

Interested in hosting a client seminar?

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, invest@symetra.com, 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.