Advanced Planning

Synergy’s Advanced Planning team is well-versed in leading planning techniques, such as (listed in alphabetical order):​

• Annuity Arbitrage
• Business Succession Planning
• Captive Insurance Companies
• Charitable Lead Annuity Trusts
• Charitable Planned Giving
• Disposition of Highly Appreciated Assets
• Disregarded Entities
• Dynasty Trusts
• Employee Stock Ownership Planning
• Generational Split Dollar
• Grantor Trust
• Grantor Retained Annuity Trusts

• Key Person Insurance
• Life Expectancy Underwriting &
        Actuarial Projections
• Life Settlement
• Muni-Bond Maximization
• Policy Reviews & Audits
• Preferred Interest Partnerships
• Premium Financing
• Product Comparison
• Qualified Plan Assets – Maximizing Value
• Sales to Grantor Trusts
• Sophisticated Split Dollar

​ ​For more information, please contact your relationship manager.