Retirement Risk
Are your clients risk-ready for retirement?
Outliving retirement assets is a key concern for clients, especially if portfolio losses happen just before or early in retirement. What if there’s no time to catch up? Uncover more about this complex risk and help protect the income clients need for the future.
Watch our videos
Introducing distribution risk
Market volatility is unpredictable and can take a toll on client portfolios—especially when they’re close to retirement and have less time to catch up.
Introducing equity risk
It’s not just the days you’re in the market, it’s also the days you miss. Staying invested through all market cycles can help clients achieve their retirement goals.
Read our client articles
Protecting income from the unexpected
Market volatility can erode retirement savings right when clients need it most. Help them understand how moves in the market can hurt future income—and learn how to protect it.
Identify the risk and uncover new sources of income
Clients feel how inflation affects their lives today, but are they thinking about how their portfolios will keep up in the future?
Fine-tune the approach to protection
Introduce this client-friendly article to discuss how today's bond market can make it harder to manage risk—but could point to opportunities beyond traditional investments.
More for financial professionals
Visit our Financial Professionals website for more tools and resources you can use with your clients to help them achieve retirement success.
To learn more about our products and services, contact us at invest@symetra.com or call our number below.
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. This material is not intended to provide investment, tax or legal advice.
Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004.
First Symetra National Life Insurance Company of New York. Mailing address: P.O. Box 34690, Seattle, WA 98124.
Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, "Symetra"). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.