Services What We Offer Agents
An Experienced Advanced Planning Team
- 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
- Nonqualified Deferred Compensation
- Policy Reviews & Audits
- Premium Financing
- Product Comparison
- Qualified Plan Assets – Maximizing Value
- Sales to Grantor Trusts
- Sophisticated Split Dollar
Advanced Technology and Personal Service
Actuarial Calculations
Determine life expectancy and probabilities of survival for individuals, spouses and groups.
Product Selection Software
Shop the entire market for term life, guaranteed universal life, immediate annuities, long-term care, and disability product information delivered in a convenient spreadsheet.
Life Settlement Appraisals
Provide your clients with simple, fast settlement appraisals.
Number Crunchers
Calculate GRATs, CLATs, SCINs, private annuities and QPRTs and other advanced planning techniques.
Carrier Due Diligence
Evaluate carriers with easy-to-use ALERT and Vital Signs software.
Carrier Forms Library
Carrier Applications and Forms available for download via our website.
Intelligent Underwriting
XRae – Interactive and intelligent computerized underwriting support to help analyze medical issues and likely underwriting outcomes from the various carriers.
Mobile Quoting Engine
Quick access quoting engine for on-the-go work on smartphones and tablets.
Product Research
Identify opportunities and problems with new products by bringing together the resources of Synergy and IDA.