Why should you become affiliated with Financial Synergy? In addition to the Big Three.....our partner Stonewood Financial is the proven expert in providing sales proposals for Indexed Universal Life products. (4).

In the 1980s, a 10-year, U.S. Treasury bond would pay you 10% in retirement — with ZERO risk. These product recommendations are not part of the financial plan and you are under no obligation to follow them. The stability of the middle class

You have to think outside the box. Interest Rates Financial synergy is often part of the argument in favor of a … ", (888) 695-7702 The stability of the Federal Government Simply stated, we just offer you more assistance with your endeavors to build and maintain a professional life insurance marketing department....first and most importantly, we do not sell insurance, we solve million dollar problems! And yet RP isn't just about saving retirements. We would categorize operating synergies into four types: Economies of scale that may arise from the merger, allowing the combined firm to become more cost-efficient and profitable. Why should you become affiliated with Financial Synergy? Old thinking is no longer enough. © 2020 Financial Synergy All rights reserved. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. So much so, I strongly encourage you to watch a video on YouTube entitled, "What is Moonshot Thinking?" So back then, a retired person had two streams of income, and they had savings as reserves. For many, it will become poverty or a bankruptcy. Look for the launch of RETIREMENT PARTNERS.... A revolutionary approach to solve retirement problems by“.... making the pieces fit!” Our RETIREMENT ANALYZER is simply the best marketing vehicle in the industry....and we provide the program and support free for our advisors! 3 Do you have personalized videos starring you delivering a professional presentation of your products and services? These product recommendations are not part of the financial plan and you are under no obligation to follow them. The RP program can fund any of them. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.

America's first generation without the retirement pensions is devastated by three market crashes in 20 years.

I've become a real student of moonshot thinking and "10X thinking." Dewey AZ 86327. The business of FSL is to provide a facility for financing insurance premiums through cash flow management solutions.

Financial synergy is a commonly used in evaluating companies in the context of mergers and acquisitions. Article written by William H. Jackson for Broker World Things can happen quickly in the modern business world. Financial Synergy works with individuals, their small businesses, and as an outside consultant for similarly … These type of synergies relate to improvement in the financial metric of a combined business such as revenue, debt capacity, cost of capital, profitability, etc. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Helping Businesses Succeed in the “New Normal”. And when you build a group on the same moonshot, one-by-one the challenges disappear! financialsynergy1959@gmail.com, 11430 Mazanita Trail Synergy is a term that is most commonly used in the context of mergers and acquisitions (M&A). Without pension income, retirement ultimately depends on interest rates. ELEVATE will help you increase production geometrically! Article written by William H. Jackson for Broker World With tax reform being a major part of President Trump’s platform... © 2020 Financial Synergy All rights reserved. Retiring on savings alone is now BAD THINKING. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. And it is a free program for our advisors! 9. There is incredible power in moonshot thinking. greg@RP10X.com Retirement Partners has solved the Retirement Problem, i.e., running out of income during retirement! Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. (1X thinking.) "When we change the way we look at things, the things we look at change. There are three things that make us different: 1 In order to build a dynamic marketing department you have to have excellent structural “bones” in your organization... We help you build those "bones” through our ELEVATE program sponsored by Partners Advantage. And even 40 years ago, retirement was never entirely about savings. Synergy Financial offers flexible, working capital solutions to small businesses in need of financing to sustain or grow their enterprise. The "3-legged stool" was pension income, personal savings and Social Security. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. How about a new boat, sports car, RV or condo? Today, they're paying under 1%. Naples, Florida. We place a high value on trust & transparency while providing businesses with simple, quick, and customized financial solutions while utilizing our state-of-the-art technology platform. Greg Varley Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account.

Financial Synergy Inc. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. So too it takes a personal, exponential network, a personal village, to solve the income problem during retirement.". That dream was furthered in 2007 when most meetings became web-based, thus enabling us to move to a home based office. Financial Synergy was formed in 1992 to fulfill a dream of being in control of one’s own work environment. 8. financialsynergy1959@gmail.com, 11430 Mazanita Trail Throughout the development of the RP program, I watched it over and over. Dewey AZ 86327. How about checking off every bucket list item you have?

Forty years ago, virtually EVERY ASPECT of retirement was different than today. The services offered are designed to improve premium payment options for insurance purchasers by offering monthly or quarterly instalments, tailor-made to individual requirements. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. We place a high value on trust & transparency while providing businesses with simple, quick, and customized financial solutions while utilizing our state-of-the-art technology platform.

Directed by a professional staff using tested scripts and support material......and guess what....again this is a free program for our advisors! It is a type of synergy that relates to an improvement in financial performance when two firms combine. Operating synergies are those synergies that allow firms to increase their operating income, increase growth or both. 2 Retirement is a critical problem for thousands of people. Synergy, or the potential financial benefit achieved through the combining of …

(888) 695-7702

7. 6. That established another level of flexibility and control. Synergy Financial offers flexible, working capital solutions to small businesses in need of financing to sustain or grow their enterprise. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Financial synergies are most often evaluated in the context of mergers and acquisitions. Demographics (baby boomers vs. millenials, etc). I've linked it up at: www.rpl.partners. Financial synergy is when the combination of two firms together results in greater value than if they were to operate separately. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.



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