Solutions for the new age
of financial advice

We believe the financial advice landscape has changed, and with that change, more clients want a comprehensive experience—one centered on total financial life planning. The days of having an insurance agent, investment adviser and other financial professionals providing fragmented advice are over.

We believe a thoughtful financial advisor is the right person to meet this need. To help financial advisors, broker-dealers and RIAs provide a comprehensive experience, we have assembled a combination of offerings.

OUR SOLUTIONS

Comprehensive offerings for financial advisors

Strategic business
planning

We help you assess and plan your marketing, operations, technology stack and more.

Insurance sync

A full-service insurance platform that offers fee-only and commission solutions for life insurance, fixed annuities, long term care, foreign nationals, disability insurance and more.

Hands-on
support

We simplify the insurance process, from point of sale to application management and more.

Business
protection

Custom programs for Errors and Omissions, Cyber protection and more.

Transitioning
advisor support

We help assess your transition and provide a simplified plan.

Strategic partner
solutions

We offer alternative solutions for advisor health insurance, ultra-high net worth personal lines, captives, professional referrals and more.

STRATEGIC BUSINESS PLANNING

Are you looking to grow and create a more efficient and scalable business?

We have a simplified and effective framework—a process we call Your 3Ps—that addresses your marketing, operational processes, technology stack and more.

Let’s talk your 3Ps

POETRY

Does your firm messaging resonate with your ideal client? Building the right message will help attract the right clients and drive your firm’s culture. We help you review and refine your existing poetry and build a marketing plan to deliver your message.

PROCESSES

The right processes are the key to delivering your firm’s message and creating an efficient and scalable business. We review your firm’s technology stack and internal processes for every phase of the client journey—assessing gaps, creating greater efficiency and getting your processes in sync.

PEOPLE

Your team and external partners play a vital role in your client experience and must be able to deliver your messaging and execute the processes. Our training system ensures your people get it.

INSURANCE SYNC

Need help providing thoughtful risk management advice and solutions to your clients?

You’ll get access to more when you partner with Synchronize.

Let’s talk insurance sync

CLIENT SOLUTIONS

We offer client solutions for life insurance, long-term care insurance, disability insurance and fixed annuities. Plus, our underwriting expertise allows us to create custom solutions for your clients.

COMMISSION AND FEE-ONLY

Our solutions allow fee-only advisors to offer insurance without compromising their fiduciary ethics. Commission-based products are also available.

TOP CARRIERS

We represent over 25 carriers to give you access to the top carriers in the marketplace, and our experienced annuity department features more than 20 carriers.

SUPPORT

We provide hands-on support for you and your staff, assisting with sales, commissions, carrier appointments, licensing and more. We develop a true partnership beyond a standard transactional service.

TRANSITIONING ADVISOR SUPPORT

We provide hands-on support for you and your staff to transition your current insurance and annuity book of business.

HANDS-ON SUPPORT

Need hands-on support to integrate the risk management conversation into your business efficiently?

Synchronize provides a full-service platform and back-office support to make the insurance process easy.

Let’s talk hands-on support

FULL-SERVICE PLATFORM

Our platform provides access to life, fixed annuity, long-term care and disability products. We have an experienced team of external and internal support, as well as point-of-sale support that speaks your language.

BACK-OFFICE SUPPORT

Our team and technology help manage every aspect of your case from application to issue. Our advisor portal allows you to understand each case, see compensation and more.

ADVANCED PLANNING

We also help with business planning through our business valuation services, fiduciary services, trust and policy reviews, foreign nationals and more.

STRATEGIC PARTNER ACCESS

We can help you find partners for your business needs, including captives, acquisition financing, attorneys, CPAs and more.

BUSINESS PROTECTION

Need comprehensive and reliable insurance for your business operations?

Our team offers integral business protection solutions for you, so you can provide fiduciary care for your clients.

Let’s talk business protection

ERRORS AND OMISSIONS LIABILITY INSURANCE

From cost of correction to a breach of fiduciary duty claim, this policy provides exactly what you need as a financial advisor.

FIDUCIARY COVERAGE

Included in our E&O policy automatically, this coverage meets ERISA standards to ensure any fiduciary duties you perform are covered.

CYBER LIABILITY INSURANCE

Offers protection from the growing costs of cyber risks, such as privacy breaches, computer system disruptions, malware, ransomware and more.

TRANSITIONING ADVISOR SUPPORT

Transitioning to a new firm is exciting but can also be stressful.

There are many questions you may need to address. What custodian should you use? What is the right technology stack? How do you set up payroll? The list goes on and on. Our Synchronize team has experience and expertise to help you with a personalized flight plan.

Let’s talk transition plans

THE RIGHT FIT

Your independent advisor options are vast. Whether you are looking for the right firm to join or setting up your own RIA, finding the right fit starts with our thoughtful discovery and strategic planning discussion. We will help you figure out the best options for you.

YOUR PERSONALIZED FLIGHT PLAN

Transitioning to an existing firm or setting up your new RIA requires different support. We provide a thorough transition plan and checklist that matches your specific needs. We will meet with you regularly to keep you on track, or we can act as your team and perform the work needed to get you setup. Our goal is to bring confidence to your transition.

INCOME STATEMENT

As part of the flight plan, we will clearly outline the potential costs of your transition as well as the cost to run your business as an independent advisor. We realize many advisors seeking independence may be leaving the W-2 model for the first time, so we aim to simplify the aspects of becoming a business owner.

INSURANCE BOOK TRANSITION

We provide hands-on support for you and your staff to transition your current insurance and annuity book of business.

STRATEGIC PARTNER SOLUTIONS

Access to specialty solutions for you, your business and your clients.

Synchronize offers solutions to help you fully support their needs.

Let’s talk strategic partner solutions

ADVISOR HEALTH INSURANCE

Self-employed financial professionals now have an alternative to private and exchange plans. When you establish a self-funded plan for your business of one, you and your dependents can get great care and save money.

ULTRA-HIGH NET WORTH PERSONAL LINES

Partner with our in-house private client group to provide analysis for personal risk management of real estate, liability, auto, fine arts and collectibles and more.

CAPTIVES

For your business-owner clients, we have access to and expertise in captive insurance programs.

PROFESSIONAL REFERRALS

We have trusted partnerships with technology, practice management and other financial specialists, all focused on helping you become more efficient and deliver a superior client experience.