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Contact us for information or an appointment.
Synergy Investment Group, LLC
130 Buckwheat Dr.
Gibsonia, PA 15044
724-615-9177
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Important Information for . . .
Financial Advisors, CPAs and Attorneys
Synergy Investment Group, LLC can help you add value for your clients and your practice by showing you how to maximize the use of Life and Viatical Settlements.
These financial tools are excellent ways to surrender a life insurance policy for a client of yours without going through the company from which it was purchased, even when there is no cash value.
You owe it to your client to consider this efficient and potentially lucrative alternative way of cashing out any type of life insurance policy. You also owe it to your practice, considering the fact that last year, $1.2 billion of life insurance was transferred using this method and industry studies expect that to exceed $10 billion in 5 years.
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for Arriba Investment Exchange Corp., © 2012-2013 at Homestead™
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.
