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AVOID THE
PENSION
TRAP!
Take control of your $$$.
INSURANCE
FACT
About 44% of people reaching
age 65 are will enter a nursing home at least once.
LONG-TERM CARE INSURANCE
Planning ahead for long-term care expenses such as care in your own home or a facility can relieve your family of financial burdens and the stress of having a family member take off work to help with your care. The average cost of a nursing home is about $50,000 per year.
We would work with you and your family to understand what health plans and medicare do not pay for, and how to most effectively provide resources when you need them most. We use the finest companies for long-term care insurance solutions and coordinate with experienced estate planning attorneys. Contact us for a no-obligation consultation.
We also offer Property, Casualty and Business Insurance through the Francis J. Craig Agency.
Important Information for Financial Advisors, CPAs and Attorneys
Contact us for information or an appointment.
Synergy Investment Group, LLC
130 Buckwheat Dr.
Gibsonia, PA 15044
724-615-9177
The insurance industry is about to undergo significant changes. With all the insurance options available and the many changes that will possibly take place in the coming months and years, you need knowledgeable professionals like us who will listen to you, customize programs to meet your needs, monitor the programs in light of changes in your life and the industry, and make necessary adjustments. Contact us for a no-obligation consultation.
Synergy Investment Group, LLC offers a full range of insurance products and services.
FACT
Of those who do enter a nursing home, about 53% will stay for one year or more.
We have access to a number of reputable companies and coverage alternatives. This allows us to compare and recommend the most appropriate plan for you. We are independent, not captive to any one company. Most importantly, we listen and ask the right questions, helping you in the most effective manner. Contact us for a no-obligation consultation.
Existing Coverage
Do you need help figuring out if your existing plans are on target or in need of an adjustment? Did the company for which you work move, consolidate, or merge? Is your current agent now a customer service representative an 800 number in another state.
We would be happy to consult with you, without a fee or obligation, to help you understand what your current statement means and how it affects your future in light of changes in your life circumstances. We want to earn your trust and future business.
How many years would your nest egg last if you or a loved one have to enter a nursing home? What would be left to your the next generation?
What if you planned ahead so that you had the resources stay in your own home? Right now, eight million Americans are receiving care in their own home. That's five times the number currently in nursing homes.
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HEALTH INSURANCE
We provide group and individual plans through major health insurance companies.
We advocate the use of high deductible policies in conjunction with health savings accounts when appropriate. We offer traditional Insurance plans, plans for the self employed, temporary coverage and medicare supplement plans.
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PROTECT
YOUR
FAMILY
With Smart
Estate
Planning
LIFE INSURANCE
New Coverage
Synergy Investment Group, LLC customizes plans to meet short-term and long-term needs. Whether it is guaranteeing an education, ensuring a lifestyle, or supplementing retirement for providing business liquidity, we can suggest the best plan to meet these and other needs.
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for Arriba Investment Exchange Corp., © 2012-2013 at Homestead™
Health Savings Accounts
This type of plan includes a checkbook in which you make tax deductible deposits to be used later for health expenses, including, but not limited to, doctor visits, prescriptions, hospital stays, tests, therapy, glasses, contacts, braces, and even travel to health providers.
The account earns a competitive interest rate. So if you make wise health care decisions, your account and interest will grow and compound. The interest earned is tax free if used for medical expenses. For non-medical withdrawals, interest is tax deferred and a 10% tax penalty is imposed if under age 65. A penalty would not be assessed at death, but income tax would be due.* Contact us for a no-obligation consultation.
*The information above is a brief summary of the applicable federal law. Consult your qualified tax advisor for more details. This page was last updated: April 24, 2012
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Securities offered through Sterne Agee Financial Services, Inc. (SAFS), member FINRA, SIPC. Registered Representatives may only transact business and /or respond to inquiries in states in which they are properly licensed and/or registered. The information in this website is not investment or securities advice and does not constitute an offer. Synergy Investment Group, LLC is independent of, not owned or operated by Sterne Agee Financial.
