Income Planning





Are you positioned to be a part of it?

10,000 Americans are  turning 65 each day and only 1 in 5  have access to a pension. Synergy is here to help you provide the road map to a successful, self managed retirement for you clients with our Income Planning University. 

Startup Stock PhotoHow to set yourself apart and become a retirement income plan guru. Social Security is a pivotal part of an income plan, but not the entire conversation.

Why pension plans, qualified plans, and annuities with income riders should be an integral part of the plan.

How to build and present a comprehensive retirement plan using innovative sales tools that include a retirement income calculator!

Set yourself apart and become a retirement income expert.


Eye-To-The-Sky In 1991, half of all American workers planned to retire before age 65. Today, that number has plunged to just 23%.

 According to one recent survey, 74% of American workers expect to work even though they are “retired.”

 According to an American Association of Retired Persons survey of boomers, 40% plan to work “until they drop.”


Inspire your clients to prepare for retirement so they can retire and stay retired.


blackboard-398453_128034% of Producers who have attended Income Planning University have written 47% more business on average.

The average case size of attendees is over $200,000.

With $250K in premium, your prospecting costs can be reimbursed.

Increase your business!


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Learn more today about IPU.