Bill Meredith

Synchronize

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.