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SYNERGY
LIFE BROKERAGE GROUP, LLC

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  Synergy Life Brokerage, LLC
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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.

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  • Home
  • About
  • Our Team
    • Relationship Managers
    • Operational Support
    • Affiliations
  • Advanced Planning
  • Resources
  • Awards
  • Contact
  • Prudential's Rx for Success