Insurance

Synergy Insurance Group can assist you with all of your insurance needs. We provide a complete portfolio of fixed insurance products to meet all your insurance needs. Our insurance department goes above and beyond to make sure every client has the necessary tools and available products to make an informed decision. We provide superior customer service and support through our licensed insurance professionals.

Fixed Annuities:
  • Diversified annuity portfolios of more than 100 reputable carriers
  • Multi-Year, SPIA, EIA, Immediate, Medically Underwritten, and Traditional Annuities
Fixed Life:
  • Guaranteed Level Term, Survivorship Term, Whole Life, Universal Life, Scheduled Premium Level Term, Interest Sensitive Whole Life, Survivorship Universal Life, Guaranteed Universal Life, Second to Die
  • Over 200 carriers available
Disability:
  • Individual, Key Person, Group, Blue Collar, Business Overhead Expense, Buy-Sell Disability
Long Term Care:
  • Competitive rates with all of the top carriers 
Advance Insurance Planning:
  • Premium Financing
  • Executive Compensation Plans - 412(i)