|[January 15, 2013]
Symetra's New Retirement Planning Education Campaign Answers the Question: 'Does It Pay to Delay Social Security?'
BELLEVUE, Wash. --(Business Wire)--
Symetra Life Insurance Company unveiled a new web-based retirement
planning toolkit for financial advisors this week as part of an
education campaign that tackles the question: "Does it pay to delay
Social Security "
"The timing of a client's Social Security start date can have a
significant impact on his or her retirement income planning. We
developed planning tools and identified resources to help advisors
assist their clients with this important decision," said Rich LaVoice,
Symetra executive vice president, Retirement Sales and Distribution.
In addition to a higher monthly benefit, delaying Social Security can
Tax advantages, by deferring or reducing taxation on those
Spousal advantages, by potentially locking in a higher lifetime
benefit for a surviving spouse.
Inflation protection, which is built into the Social Security
program and mitigates one of the biggest risks faced by retirees.
The education campaign features collateral pieces addressing these key
points in addition to a dedicated, public-facing website, www.symetra.com/itpaystodelay.
The site, which will be refreshed monthly through March, provides links
to a variety of resources, presentations and strategy-supporting
material from respected industry experts and organizations.
January's theme is "Does It Pay to Delay Social Security " The site
features a marketing flyer and presentation illustrating specific
examples of how delaying Social Security benefits can create more income
in the long term. February's theme - "Have Your Retirement … and Income,
Too" - will outline a strategy that gives clients the ability to
replicate their Social Security income from ages 62-70 through a
period-certain single premium immediate annuity (SPIA).
"Ready. Set. Delay." is the theme for March, during which Symetra will
sponsor a webinar for advisors of selected partner firms entitled,
"Savvy Social Security Planning for Boomers: What Advisors Need to Know
to Maximize Clients' Retirement Benefits" and presented by Social
Security expert Elaine Floyd of Horsesmouth.com.
For more information on Symetra's retirement planning resources and
products, contact the Symetra Sales Desk at 1-800-706-0700 or firstname.lastname@example.org.
Symetra Life Insurance Company is a subsidiary of Symetra Financial
Corporation (NYSE: SYA), a diversified financial services company based
in Bellevue, Wash. In business since 1957, Symetra provides employee
benefits, annuities and life insurance through a national network of
benefit consultants, financial institutions, and independent agents and
advisers. For more information, visit www.symetra.com.
[ Back To Homepage ]