Symetra Retirement

We’re thrilled to announce we’re partnering with Dave Kansas, one of America’s top business journalists, to explore the ways the markets, economy and human behavior intermingle and shape the financial decisions we make every day. Look forward to commentary on: ? The effects of a new administration on the broad economy and regulatory environment. ? The influence of the #USDollar around the world. ? What the future might hold for #Commodities, #Inflation and #Crypto.

We’re grateful for Jermaine Perrien and his efforts to make our industry more inclusive! Tune in to hear about Symetra’s commitment to diversity, equity and inclusion, along with practical strategies you can implement today.?

Clients nearing retirement have a lot of investing priorities to consider, and sometimes protecting what they’ve already earned becomes the main consideration. Help them understand how wealth preservation is just one aspect of a flexible financial plan that can address risk or tap into potentially beneficial growth and income opportunities when they arise. Our newest article in InvestmentNews goes deeper into the nuances of balancing risk and opportunity: https://ow.ly/Qjf350U9us8

We’re honored to receive a 2024 BISA DE&I Award. Thank you, Dayna Cerrone, for sharing how Symetra is committed to advancing diversity, equity and inclusion.

This Veterans Day, we extend our gratitude to all veterans for their service and sacrifice. At Symetra, we’re especially grateful for our veteran employees, who bring dedication, leadership and unique perspectives to our team. In honor of Veterans Day, our employee resource group, MERGe, will host a session with retired Army National Guard Lt. Col. William S. Warner. Lt. Col. Warner will share leadership lessons he’s learned on and off the battlefield throughout his multi-decade military career, spanning multiple deployments.

The energy was incredible at our Marketing and Sales Effectiveness team’s recent planning session at the home office! We took time to reflect on our Q3 achievements, dive into strategies for the year ahead and even enjoy a little friendly mini-golf competition. We’re excited to empower our sales and distribution partners with the tools and insights they need to seize new opportunities in 2025. Here’s to continued growth, collaboration and success!

We’re pleased to announce that Ken Rapp joined our independent channel sales team as a regional vice president. Ken is a relationship-driven leader who adopts a consultative approach to ensure clients receive tailored solutions that meet their speci?c needs.?With extensive experience in mutual funds, variable and ?xed annuities, term life insurance, and 401k plans, he is a trusted resource for both ?nancial professionals and their clients. Ken is also a proud University of Iowa graduate and holds a B.A. in economics. He is based in Hawthorn Woods, Illinois. Welcome aboard, Ken!

Inflation now or inflation later—your clients may only focus on the one they see today. But their portfolios need to be inflation-aware through all market cycles and seek out assets that can keep up with or even outpace inflation no matter how low or high it is. Start the conversation about options that can help them achieve a secure retirement with our latest InvestmentNews article: https://ow.ly/bYZk50TNVX0

We’re gearing up for an incredible week at Osaic’s ConnectED conference, October 27-30 in Orlando. If you’re attending, don't miss the chance to learn “Best Practices to Look and Feel Your Best” during our breakout session with Matthew Kansy, RD, CPT. Space is limited, so register today: https://ow.ly/8SlK50TOMcc #ConnectED24

Thank you to Nasdaq for the incredible recognition in Times Square! It's an honor to see Symetra celebrated, as we are passionate about teaming up with financial professionals to help their clients brave all market conditions.