Company Information

Get to know Synergy Annuity Marketing

Synergy Annuity Marketing is a Field Marketing Organization (FMO) / Independent Marketing Organization (IMO) that functions as a key partner for independent financial professionals, primarily insurance agents. Their business model is built on providing agents with comprehensive support, including access to a wide portfolio of products from top-rated insurance carriers, case design assistance, advanced marketing strategies, and ongoing training. The company emphasizes building strong, personal relationships with its agents, aiming to help them grow their business by offering the necessary tools, resources, and back-office support for annuity, life insurance, and long-term care solutions.

Industry

Financial Other ServicePRIMARY

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Synergy Annuity Marketing

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.