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About Synergy

Synergy Brokerage Partners was founded on the principle of utilizing our strategic network in the industry to provide the best available solutions. Based in the Greater Minneapolis area, Synergy Brokerage Partners is a full service marketing organization. Our talented and passionate team is dedicated to helping independent financial professionals reach their goals through increased life and annuity business.

Our philosophy is reinforced by the definition of our name: Synergy - the interaction of elements that when combined produce a total effect that is greater than the sum of the individual elements or contributions.

Our past experience in the industry working, for and with the largest marketing organizations nationwide, gives us a unique perspective. Our mission is to provide you with the resources, expertise, service with a personal touch, and guidance that’s missing in today’s environment.  

 

What We Do

At Synergy, we believe a strong carrier and concept portfolio is the key to success. Our network provides strong access to the top carriers and products available. We specialize in sophisticated insurance concepts and solutions in the follow markets:

 

  • Annuities
  • Wealth Transfer
  • Estate Planning
  • Retirement Planning

  • Business Succesion
  • Impaired Risk
  • Life Settlements
  • Premium Financing

  • College Planning
  • Foreign National 
  • Executive Compensation
  • COLI / BOLI Market
 

Why Synergy

We partner with only the best in the solutions we provide. Our goal is to help independent insurance professionals create and preserve financial resources for their clients by providing creative, market-leading product solutions and outstanding service.

We understand and respect the need for objectivity and independence. With years of experience in our local sales office and the resources with our national affiliations, we have the ability to support everything from the most basic sale to the most complex case.

Ultimately, our goal is to build long-term relationships with our producers and to become a critical back-office and advanced marketing extension of their business.

  • Our Life Network - One of the largest, independent distribution networks of life insurance in the U.S. specializing in estate planning and wealth transfer solutions in the affluent market.
  • Our Annuity Network - Fully customizable to meet any objective from consulting to sub-advising.
 


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