Symetra News & Views
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Seeking the Middle Ground
(published in Advisor Today, January/February 2012) In this bylined article, Chelle Chase, vice president of Retail Products, looks at the see-saw investors and retirees have experienced the last several years. While some investors are back into equities, many continue to leave money on the sidelines where they’re earning little. With inflation still hovering at 3 to 4 percent, plus unavoidable income taxes on their earnings, many Americans are going backwards in their savings for fear of losing what money they have. Fortunately for annuity shoppers, a middle ground between risk and safety may be found in fixed indexed annuities (FIAs). (more) |
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Bridge the Gap
(published in Benefits Selling, January 2012) Tim Adkisson illustrates how gap coverage can provide benefits brokers with a valuable tool in an increasingly complicated employee healthcare arena -- and how a fixed indemnity benefit plan offers a flexible alternative to traditional gap coverage. (more) |
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Life Insurance Isn't Just for the Young
(published on LifeHealthPro.com, Dec. 19, 2011) Symetra’s Phil Bouvier, vice president of Life Insurance Sales, outlines why a growing number of older Americans may benefit from incorporating life insurance into their retirement strategy. Whether to ease the debt load of a surviving spouse, to supplement survivor’s retirement income or to ensure a smooth transfer of wealth, life insurance is no longer a product just for young families. (more) |
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Fixed Indexed Annuities: Principal Protection and Growth Potential
(published in Bank Insurance & Securities Marketing, September 2011) Whether aiming for asset growth or protection, clients today face tough decisions when it comes to investing their retirement assets. Fixed indexed annuities (FIAs) combine the stability and guarantees of a fixed product with growth potential based on the performance of an underlying securities index. In an uncertain economic climate, FIAs may be just the product for clients looking to balance principal protection and growth potential writes Symetra National Sales Manager Rich Moran. (more) |
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Symetra Focused on Growing & Diversifying the Company
(published in CEO/CFO, Sept. 2, 2011) Symetra Chief Financial Officer Margaret Meister talks about Symetra’s growth and diversification strategy and how it relates to the company’s expanding product portfolio, distribution footprint and strong financial foundation. (more) |
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Fixed Indemnity Plans: Worth a Second Look in the Ever-Evolving PPACA Environment
(published in Voluntary Benefits, Sept. 1, 2011) In a changing healthcare marketplace, Tim Adkisson writes that fixed-indemnity-type limited benefit plans are worth a second look, offering the flexibility and cost advantages many employers seek — without PPACA restrictions on annual limits and without the annual notification requirements that plans with waivers require. (more) |
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Reducing Medicare Costs through Tax Deferral
(published in National Underwriter, July 8, 2011) Healthcare costs are perpetually among the biggest challenges that retirees face. As more baby boomers enter retirement age, advisors have an opportunity not only to help their clients generate dependable retirement income, but also to help them save money on healthcare — perhaps the largest recurring expense they will need to manage. A tax-deferred annuity is an effective tool for addressing both needs, writes Symetra Market Research Manager Liz Wilbur in this bylined article. (more) |
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Single Premium Life: The Legacy Builder
(published in Bank Insurance & Securities Marketing, March 2011) When it comes to wealth transfer, few solutions work as simply or as well as single premium life insurance, writes Symetra’s Brenda Gempler in this bylined article. (more) |
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Self-Funding and Stop-Loss in a Post-PPACA World
(published in Benefits Selling, February 2011) Symetra Group Division EVP Michael Fry writes in this bylined article that as employers face potentially higher costs and expanded requirements under the new healthcare law, many are looking for ways to meet their obligations to employees while shielding themselves from catastrophic risk. (more) |
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Talking Points: Thomas Marra, CEO, Symetra Financial
(published in Seattle Business Magazine, January 2011) Symetra CEO Tom Marra talks about career lessons and how he and Symetra’s management team are positioning the company for greater growth and profitability in this Seattle Business Magazine profile. (more) |
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Tapping an Overlooked Market
(published in Life Insurance Selling, January 2011) Symetra Advanced Markets Director Karen Susac addresses the benefits of key person life insurance to small business owners and how life insurance producers can market this simple-to-add specialty product. (more) |
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Financial Services Firm Looks to Grow NFL Team Program
(published in IEG Sponsorship Report, September 13, 2010) Symetra’s “Heroes in the Classroom” partnership with the NFL and distribution partners successfully expanded into new markets in 2010. The program recognizes teachers for educational excellence throughout the NFL season. (more) |
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Four Challenges, One Solution to Make Your Nest Egg Last
By Kim McSheridan, VP, Symetra Life & Retirement Sales (published in National Underwriter Life & Health, August 26, 2010) Four key challenges today’s clients face when planning their retirement income – potential market losses, increased longevity, inflation and greater personal responsibility – can be addressed with one simple tool: income annuities. (more) |
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Don’t Give Up on Limited Benefit Medical Plans
By Tim Adkisson, National Sales VP, Symetra Group Division (published in Voluntary Benefits Magazine, June 10, 2010) The top 10 factors that benefits consultants and employers should weigh when considering a fixed indemnity limited benefit medical plan. (more) |
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Symetra News & Views Check out recent Symetra news coverage and bylined articles.
Seeking the Middle Ground
In this bylined article, Chelle Chase, vice president of Retail Products, looks at the see-saw investors and retirees have experienced the last several years. While some investors are back into equities, many continue to leave money on the sidelines where they’re earning little. With inflation still hovering at 3 to 4 percent, plus unavoidable income taxes on their earnings, many Americans are going backwards in their savings for fear of losing what money they have. Fortunately for annuity shoppers, a middle ground between risk and safety may be found in fixed indexed annuities (FIAs). (More News & Views). -
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