The combined power of collaboration and innovation

As consumer needs change, the financial services industry generally follows suit. At Market Synergy Group, we challenge that approach by providing cutting-edge solutions that can be accessed through our elite distribution network to address clients’ planning challenges before they arise.

To deliver on this commitment, we’ve hand-picked a team of industry veterans and rising stars who have a passion for solving problems with unconventional thinking. We work closely with reputable carriers to use proprietary research to develop products marketers and advisors want to sell … because they deliver meaningful results to the individuals and families they serve. It’s this synergy — the interaction of multiple elements in a system to produce a combined effect greater than the sum of the individual elements — that sets us apart and propels our network to experience incremental success.

In other words, the Market Synergy Group approach combines:

  • A deep bench of experienced professionals who aren’t afraid to challenge the status quo
  • Rock-solid relationships with insurance carriers committed to excellence
  • Innovative, competitive products that address real-world retirement planning needs
  • Collaboration with an exclusive network of IMO member-owners and the elite advisors they serve

It’s simple. It’s powerful. It’s what we do.

The Team behind the Team

Are you looking for a way to grow your business and differentiate yourself in the marketplace? Market Synergy Group can help, regardless of your level of distribution.

Our Carriers

A significant part of the strength of our products comes from the strength of those insurance carriers that stand behind them. We selectively partner with carriers large and small who are committed to innovation and collaboration while delivering exceptional service to both producers and consumers.

Our Distributors

Just as there is no one-size-fits-all solution for clients, we believe the same goes for producers in selecting an IMO. That’s why we maintain an exclusive network of IMO member-owners that receive sole access to our products and the unique tools and resources we’ve developed to help distribute them.

Our Advisors

To be successful in an industry that’s constantly evolving, top agents and advisors are looking for partnerships and products that complement the processes they’ve developed to best serve clients. By utilizing our tools, training and support, we provide these professionals with a competitive advantage.