With more than 25 years in the Insurance Industry, it is important to work with someone who can help find the right policy to fit your needs. It can be quite simple to get an insurance policy. The details, however, is where you separate the wheat from the chaff. The professionals at Synergy Risk Management, LTD., an affiliate of Synergy Wealth Partners, LLP, have spent the majority of their careers working with all of the major carriers and products in the marketplace. It is this breadth of knowledge that our clients seek in order to maximize their situation.
Life insurance can be critical for individuals, families, and businesses. As one of the founding members of Lion Street, an advisor-owned distribution company, Synergy Risk Management, LTD. has direct ‘buying power,’ providing:
- favorable mortality underwriting
- direct access to all major carriers which results in preferential underwriting
With this knowledge, we ‘best fit’ the instrument to the client’s specific needs. The management at Synergy Risk Management, LTD. has a firm understanding of the complexities with policy planning and design, with products such as:
- Term Insurance
- Whole Life
- Universal Life
- Indexed Universal Life
- Survivorship Life
- Life Settlements
- Premium Financing
Insurance, when used effectively and efficiently, is an extremely powerful instrument. Let Synergy Risk Management, LTD. show you its benefits.