Synchronize resources for financial advisors
Synchronize has educational resources to help you navigate the changing financial advice landscape. Here, you’ll find valuable insights from our newsletters, articles and webinars to help you take your business to the next level.
Webinars
All webinars have been previously recorded. To watch a webinar, follow the link provided and fill out the registration form. The recording becomes available after the form is submitted.
Understanding and navigating
risk for your business
In this informative session, you will gain valuable insights into the importance of understanding and properly navigating risk to protect your business.
Social Security savvy
Social Security Savvy is designed to educate and help financial advisors develop a comprehensive strategy for their clients that integrates Social Security benefits with other sources of retirement income.
Understanding how Kai-Zen can help your clients retire
Saving enough money to retire comfortably isn’t always easy. As a result, high-income professionals usually seek alternative methods to maximize retirement savings.
Protecting the Future of
Small Businesses:
Uncovering Strategies and Solutions
in the Small Business Market
In this webinar, we focus on business-owner clients and the planning opportunities for financial advisors, including planning opportunities that exist with small businesses, the lifecycle of small businesses and planning conversations for each stage and business risks and solutions to consider.
Sunsetting The Estate Tax:
Planning ideas to consider
In this 30-minute webinar, we will delve into the current estate planning landscape and how high-net-worth clients can make the most of historically high lifetime estate tax exemptions before they expire.
Long-Term Care: Understanding
State Initiatives & Potential Tax
Is the Long-Term Care TAX Coming to Your State? Many states are struggling with a familiar problem: how to pay for long-term care costs. Several states are exploring initiatives to address and reduce long-term care spending, and this could have a direct impact on you and your clients.
Tax ready retirement
Do you manage your clients’ retirement assets? Do your clients plan to retire from those assets? Are you considering the impact of taxes? Traditional retirement planning focuses on tax deferral until the distribution phase. However, when retirees begin to withdraw these assets, they are often surprised at the toll of taxation. This 30-minute webinar explores common taxation surprises that can occur in retirement. We also discuss planning decisions and ideas to help manage taxes during retirement.
Long-Term Care planning:
Delivering critical advice
during a vulnerable time
If you are a financial advisor managing retirement-age clients, you will inevitably be faced with helping clients navigate a long-term care need. This 30-minute webinar features Amada Senior Care. Amada specializes in caregiving, and LTCi claims advocacy and will provide a unique perspective for advisors to consider when helping clients in this vulnerable phase of life.
Special needs planning
This insightful session delves into the complexities and importance of financial planning for individuals with special needs. We offer guidance on navigating government benefits and legal considerations and life insurance strategies to help create security and independence.
Managing sequence of return risk
In this 30-minute webinar, we discuss how life insurance can help reduce sequence of return risk in retirement. Sequence of returns risk refers to the possibility of experiencing negative market returns later in one’s working years and/or early in retirement, potentially impacting the longevity of retirement savings.
Understanding Life Settlements
Studies show that over $200 billion in life insurance is lapsed into insurance companies each year. Often, seniors are unaware their life insurance policies may be their largest asset. In this webinar, we host a Q/A discussion on Life Settlements. This unique financial planning tool can help you unlock the value of life insurance policies that your clients may no longer need.
Protecting Income:
Understanding Disability Insurance
This 20-minute webinar discusses the importance of protecting income with Disability Insurance. This crucial financial planning tool is often overlooked, yet it plays a vital role for business owners and professionals. The webinar reviews the benefits of disability insurance, ideal client profiles and how to introduce and discuss income protection with your clients.
Are You Busy or Productive?
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? This 45-minute webinar delves 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
Understanding GRAIL
– Cancer Detection
Cancer touches countless lives, making early detection a critical tool in the fight against this pervasive disease. This webinar will offer an in-depth look at how John Hancock and GRAIL are working together to transform the landscape of cancer detection. You’ll gain insights into the cutting-edge science and medicine behind the Galleri test, which can detect over 50 types of cancer—often at an early stage, when treatment is most effective.
Long-Term Care: And Update
on State LTC Initiatives
As long-term care (LTC) remains a priority for individuals, families, and policymakers, it continues to be a significant focus for state and federal budgets. In 2024, Washington State took a groundbreaking step by solidifying WA Cares as the nation’s first state-funded LTC program supported by taxpayer dollars. This development may inspire progress with current LTC initiatives or lead to the introduction of new programs across the country. This webinar will provide an update on various state LTC initiatives nationwide.
Trusts Simplified
In this webinar we demystified trusts and their role in financial planning. We simplified complex concepts into clear, actionable insights—covering trust taxation, key planning strategies, and innovative ways to incorporate annuities into trust structures.
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