Product Services/Tools

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    Life Insurance

    In addition to the traditional life insurance products, Synergy specializes in Living Benefit products. We have a training platform that is second to none for the new breed of Life Insurance.

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    Annuities

    Fixed Annuities are becoming the “GO-TO” choice for retirement money.

  • Tax Solutions

    Synergy has pioneered the methods of adding tax preparation to and advisor’s business for over a decade.  Adding this valuable client service increases an advisors presence, solidifies relationships and improves compliance competency.  Take your practice to the next level with STS!

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    Advanced Concepts

    Have you ever wondered why over 85% of Americans retire broke, over 51% are divorced, and 67% are obese with stress being the #1 cause.   As financial professionals, we need to hone our skills as PROBLEM SOLVERS

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    LTC

    Security for you and the ones you love. Protect those that are the most important.

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    Income Planning

    They say failure to plan is a plan for failure. Look forward, think of tomorrow, and secure your finances today.

 

Life Insurance

You don’t have to die to have life insurance… Life insurance is for life

Advanced Concepts

Advanced concepts to keep your business moving forward, innovative and modern advancement will pull you skyward! 

Annuities

The main concern for retired Americans is having enough money to last a life time. Synergy can help.

Tax Solutions

Get control of your life today and let Synergy help you plan for tomorrow!

Income Planning

They say failure to plan is a plan for failure. Look forward, think of tomorrow, and secure your finances today.