fbpx
Menu

Annuity

money-2696228_640

Impact of taxes

, , ,

Impact of Taxes The biggest difference between the wealthy and the middle class is the time the wealthy spend thinking of ways to minimize their taxes. Learn how taxes can make an enormous impact on your retirement savings, and how to minimize that impact. Basics On Insurance Cash Value Growth Insurance products that build cash […]

safe_image

June is Annuity Awareness Month!

, , ,

June is Annuity Awareness Month! This is the perfect time to educate and advocate the benefits of annuities to your clients and network. Here’s a quick video that explains indexed annuities in 3 min. https://www.youtube.com/watch?v=FBuc3gYyFK8&t=2s

Back To Top

Location

Please call or email our office for the location nearest you! As nationally recognized experts our firm and/or our managing partners are able to serve residents of AL, AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, ME, MA, MD, MI, MO, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI, and WY. If you are coming to us by referral and are a resident of a state not listed, please bring that to our attention.

Main Phone Line
713-861-4017

Privacy Policy

Copyright © Synergy, All Rights Reserved
Check the background of your financial professional on FINRA's BrokerCheck We are all about client education We take a very consultative approach with clients and therefore create a lot of educational content for client use. In fairness, we often offer this to the general public for free and openly have conversations about the material within in many settings. If an industry professional wishes to use our copywritten content we ask that they obtain written permission and pay for any downloads, regardless of use. The fee for industry professionals varies per piece with a minimum of $150 per download.