After a successful 25 year career as an owner/founder of three different software development firms, Levine decided to return to his passion as a financial planner. He spent all of 2014 interviewing with and vetting several of this industry’s leading providers. His goal was to align iSynergistics with products and services that would provide a 21st Century holistic approach to financial planning,
rather than the same ‘cookie cutter’ approach to financial planning that is prevalent in this market today. The decision to join the Lincoln Financial Group as our primary financial partner turned out to be the classic ‘no brainer’. Not only has Lincoln been offering the full spectrum of financial products since 1905, but many of their products are unique in the market that iSynergistics serves. For our business clients, the Lincoln LifeComp® Suite is a great example. LifeComp is a suite of 6 different offerings, each with multiple options that allows our business clients to offer a myriad of retirement plan options. Lincoln MoneyGuard dominates all competitors in the rapidly growing Long Term Care field, with nearly 75% of all written polices! These and other products and services make the partnership with Lincoln the perfect partnership for iSynergistics to most effectively serve our client needs. In addition to Lincoln, iSynergistics has teaming relationships with Sage Consulting for our clients’ investment needs, Brown & Brown for advanced Property & Casualty analysis and implementation and Aflac for the superior Cancer Protection Policy, employee sponsored benefit programs and unique employee sponsored accident and illness protection. Collectively, we believe that we have created one of the strongest and highly regarded teams of providers to serve all of our clients’ needs. As strong as this overall product line is, Levine has pulled together an outstanding Team of financial professionals that many consider to be the finest such team in this industry. For a no cost, no obligation review and discussion of your existing financial plan, or to create a new plan from scratch, please call Jan directly at 707.706.3313.
