Synergy Annuity Marketing Information

Home of the Safe Money Champion! Synergy Annuity provides one-stop services to help agents get started, maintain operations and manage a successful insurance operation. We provide back-office services to “fill in the gaps” and make sure everything happens smoothly – or synergistically. We specialize in the Traditional and Fixed Indexed Annuity market as well as Life Insurance. We are proud to provide support for the largest companies in the business, from start to finish. Our goal is to help producers: Get appointed with an insurance company, and support all aspects of agent licensing. Learn what products fit each situation with comprehensive product training. Consult on every angle of prospect generation, creating new business. Learn to choose the right product for the client or learn what product has the feature a client wants (or what feature they don’t want)… and sell them. Correctly complete the client’s paperwork. Communicate with the insurance company to make sure the applications are properly filled out Stay on top of the transferring of money from one place to the next Get the policy issued and get the producer paid. We are a necessary component of the insurance process and support all aspects of production. However, our success is driven by our ability to help our agents succeed. We add synergy to the entire insurance process, as a comprehensive support team and back-office that delivers a measurable bottom-line.