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Welcome

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
  • Policy Reviews & Audits
  • Preferred Interest Partnerships
  • Premium Financing
  • Product Comparison
  • Qualified Plan Assets – Maximizing Value
  • Sales to Grantor Trusts
  • Sophisticated Split Dollar

Advanced Technology and Personal Service

Determine life expectancy and probabilities of survival for individuals, spouses and groups.

Actuarial Calculations

Determine life expectancy and probabilities of survival for individuals, spouses and groups.
Shop the entire market for term life, guaranteed universal life, immediate annuities, long-term care, and disability product information delivered in a convenient spreadsheet.

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.
Provide your clients with simple, fast settlement appraisals.

Life Settlement Appraisals

Provide your clients with simple, fast settlement appraisals.
Calculate GRATs, CLATs, SCINs, private annuities and QPRTs and other advanced planning techniques.

Number Crunchers

Calculate GRATs, CLATs, SCINs, private annuities and QPRTs and other advanced planning techniques.
Evaluate carriers with easy-to-use ALERT and Vital Signs software.

Carrier Due Diligence

Evaluate carriers with easy-to-use ALERT and Vital Signs software.
Carrier Applications and Forms available for download via our website.

Carrier Forms Library

Carrier Applications and Forms available for download via our website.
XRae – Interactive and intelligent computerized underwriting support to help analyze medical issues and likely underwriting outcomes from the various carriers.

Intelligent Underwriting

XRae – Interactive and intelligent computerized underwriting support to help analyze medical issues and likely underwriting outcomes from the various carriers.
Quick access quoting engine for on-the-go work on smartphones and tablets.

Mobile Quoting Engine

Quick access quoting engine for on-the-go work on smartphones and tablets.
Identify opportunities and problems with new products by bringing together the resources of Synergy and IDA.

Product Research

Identify opportunities and problems with new products by bringing together the resources of Synergy and IDA.

Contact us Today Let's talk about how we can help you