Symetra Launches New Retirement Planning Education Campaign [Health & Beauty Close – Up]
"The timing of a client's
As described by the Company, in addition to a higher monthly benefit, delaying
-Tax advantages, by deferring or reducing taxation on those benefits.
-Spousal advantages, by potentially locking in a higher lifetime benefit for a surviving spouse.
-Inflation protection, which is built into the
The education campaign features collateral pieces addressing these key points in addition to a dedicated, public-facing website. The site, which will be refreshed monthly through March, provides links to a variety of resources, presentations and strategy- supporting material from 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
"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
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