Our Approach

At Synergy, we believe a strong carrier and concept portfolio is the key to success. Our network provides strong access to the top carriers and products available. We specialize in sophisticated insurance concepts and solutions in the follow markets:

  • Annuities
  • Wealth Transfer
  • Estate Planning
  • Retirement Panning
  • Business Successsion
  • Impaired Risk
  • Life Settlements
  • Premium Financing
  • College Planning
  • Foreign Compensation
  • Executive Bonus
  • COLI / BOLI Market

Synergy Brokerage Partners Only Works With a Select Number
of Financial Advisors in the Industry

At Synergy Brokerage Partners, we believe a strong carrier and concept portfolio is the key to success. Our network provides strong access to the top carriers and products available. We specialize in sophisticated insurance concepts and solutions in the following markets:

  • Introductory call – This call typically lasts 30-45 minutes. This conversation is focused on you, the advisor. We want to find out more about your business and what are your pain points.
  • Can Synergy Brokerage Partners Help – In some circumstances, we are not able to help out. We don’t want to waste your time along with ours. If it is better to go on our way as friends we will do that now. This call will consist of what we can do to help your business grow. If it is reducing workshop costs and allocating those to digital marketing or even adding additional topics via workshop this is discussed.
  • Can we work together – This conversation takes place if we are a good fit for your business. Proper expectations are discussed and contracts are determined.

Get in touch with us!

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