?? This is the final reminder for our webinar this Thursday. ?? In today's fast-paced world, the constant demand for activity and immediate responses can leave us feeling perpetually overwhelmed. But is all this busyness truly productive? Are we using our time and energy effectively, or simply staying busy for the sake of it? Join us for our upcoming webinar, where we'll delve into the crucial difference between busyness and productivity. This session will provide you with actionable strategies to help you and your team work smarter, not harder. We hope you can attend! https://lnkd.in/eKhYuiBn
关于我们
Synchronize was formed by Lockton Affinity, an affiliate of Lockton Companies, the world’s largest privately held, independent insurance broker. Synchronize brings together four companies that specialize in the financial advisor industry – Lockton Affinity, SBG, Freedom Partners, and The BluePrint Insurance Services. Synchronize provides unique and comprehensive business solutions for independent financial advisors and firms. By offering a multitude of solutions in one place, Synchronize is designed to be one partner that understands your business and provides comprehensive advice and solutions to help protect, manage, and grow your business. Having expertise and resources,Synchronize helps financial professionals efficiently address their most pressing concerns and goals. Our in-house solutions include: - Strategic Business Planning - Insurance Sync? - A program to integrate insurance solutions like life insurance, long-term care, and annuities into your client offering. - Business Protection Insurance like E/O and Cyber - RIA ONE? - A membership program designed specifically for RIA firms. - Back-office support - Transitioning advisor Support - And more! Our process starts with a thoughtful discovery conversation to understand and assess your business needs. To learn more, please visit www.mysynchronize.com. Important Disclosure: Synchronize Insurance Services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC in California #0795478. Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.
- 网站
-
https://mysynchronize.com
Synchronize的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Overland Park，US
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Financial Advisors、Marketing、Business Development、Operations、Life Insurance、Long-Term Care Insurance、Fixed Annuities、Disability Insurance、E/O Insurance、Cyber Insurance、RIA和Broker-dealers
地点
-
主要
获取路线
10895 Lowell Avenue
US，US，Overland Park，66210
Synchronize员工
动态
-
In case you missed our webinar last week, you can view it below! ?? Topic: Long-Term Care: Understanding State Initiatives & Potential Tax Update Paying for long-term care (LTC) continues to be a problem for many families and state and federal budgets. In May 2023, we explored some of the LTC initiatives that several states were considering. This webinar builds on that discussion, providing updates on where these states stand and which states are beginning their exploration.?These initiatives could potentially impact you and your clients. https://lnkd.in/gfvCrxCP
-
-
? You're Invited: Unlocking True Productivity In today's fast-paced world, the constant demand for activity and immediate responses can leave us feeling perpetually overwhelmed. But is all this busyness truly productive? Are we using our time and energy effectively or simply staying busy for the sake of it? ? Join us for our upcoming webinar, where we'll delve into the crucial difference between busyness and productivity. This session will provide you with actionable strategies to help you and your team work smarter, not harder. https://lnkd.in/eKhYuiBn
-
-
Synchronize转发了
Final Reminder! Please join us this Thursday, September 19th, for our webinar. In May 2023, we explored some of the long-term care initiatives that several states were considering. Our upcoming webinar will build on that discussion, providing updates on where these states stand and which states are beginning their own exploration.?These initiatives could impact you and your clients. https://lnkd.in/gX7AeYx7
-
-
Final Reminder! Please join us this Thursday, September 19th, for our webinar. In May 2023, we explored some of the long-term care initiatives that several states were considering. Our upcoming webinar will build on that discussion, providing updates on where these states stand and which states are beginning their own exploration.?These initiatives could impact you and your clients. https://lnkd.in/gX7AeYx7
-
-
Success is built one day at a time! The future belongs to those who maximize the present. Make today count! ?? #mondaymotivation
-
-
?? You're Invited ?? Paying for long-term care (LTC) continues to be a problem for many families and state and federal budgets. In May 2023, we explored some of the LTC initiatives that several states were considering. Our upcoming webinar will build on that discussion, providing updates on where these states stand and which states are beginning their exploration. These initiatives could potentially impact you and your clients. You can view the full invite and register below. https://lnkd.in/gW4NcJXJ
-
-
Did you know we offer a powerful solution designed specifically for your high-income clients who want to maximize their wealth and reduce tax burdens? The Kai-Zen strategy enables clients to significantly boost their savings by combining their contributions with strategic leverage, effectively tripling their funds while minimizing risk. It’s an ideal approach for those with substantial income looking to secure their financial future. Please contact us for more information. https://lnkd.in/g8ZCnFVY
-
-
In the fast-paced world of business, challenges are inevitable. But remember every setback is an opportunity to learn, grow, and come back stronger! #mondaymotivation
-