Market Synergy Group

08/28/2026

Independent brokerage is evolving, and annuities are playing a big role in the process. Are you familiar with all of the changes happening and how they could impact your practice or your organization's distribution?

We're excited to have our very own Jason Kestler joining Craig Klenk of American National for a 30-minute preview of the annuity landscape, sharing insights on the shifts they’re seeing across the business in preparation for all of the additional discussions that will take place in Orlando this fall at .

Don't miss the opportunity to listen in! https://www.finseca.org/event/n45-annuities-preview-with-jason-kestler-and-craig-klenk/

08/03/2026

It's a big day for the FIA space. 🎉

Aspida Life, in partnership with Market Synergy Group and T. Rowe Price, has officially launched the T. Rowe Price U.S. Equity 15 Index inside the Synergy Choice™ FIA suite.

Here's what makes it different: a combination of T. Rowe Price's active equity expertise and Bank of America's Intraday Volatility Control technology, with the goal of responding more dynamically to changing market conditions while aiming to maintain a targeted volatility level.

This is the kind of differentiated index design our producers have been asking for — and exactly the kind of innovation we're proud to bring to the field.

Read the full announcement, including important disclosures → https://aspida.com/about/news/aspida-launches-t-rowe-price-us-equity-15-index

05/12/2026

Are you making plans to join us for the Index Linked Solutions Forum in New York next week? If so, let's connect!

We're thrilled to have our very own Jason Kestler participating in the Distribution Evolution & Regulatory Horizon panel that will conclude the event. He'll be joined by fellow industry leaders Patrick Cahill of RevolOne, Tyrone Clark of Brokers International and Kim O'Brien of Federation of Americans for Consumer Choice for an in-depth look at considerations for navigating the current regulatory landscape, the changing role of today's wholesalers and what's needed to augment advisor education to increase sales of index-linked products.

Thanks to TabbFORUM and InsuranceNewsNet for the opportunity!

https://www.eventbrite.com/e/index-linked-solutions-forum-2026-tickets-1982323623320?aff=oddtdtcreator

04/27/2026

In partnership with Aspida Life, we're excited to support the expansion of the Synergy Choice™ Fixed Index Annuity suite with the addition of the BlackRock® U.S. Equity Bitcoin Balanced Risk 10% Index.

Designed to help manage market volatility while supporting your client’s long‑term financial goals, the index is built using three building blocks: two iShares® ETFs — which provide exposure to bitcoin and U.S. equities, respectively — and cash. The result is a dynamic, rules-based approach with the added downside protection an FIA provides.

Read the full announcement: www.aspida.com/about/news/bitcoinlaunch

iShares and BlackRock are (registered) trademarks of BlackRock, Inc. and its affiliates.

03/30/2026

📰 The momentum continues with more exciting news ...

We're thrilled to welcome Carrie Freeburg to the Market Synergy Group team! Carrie's well known in the industry for her years of product development innovation and edgy marketing for a number of carriers and IMOs. As Partner, there's no question she'll be a massive asset as we continue to help craft strategies and solutions that propel independent distribution to meet the evolving needs of today's retirement savers.

Read the release: https://www.prweb.com/releases/market-synergy-group-announces-the-addition-of-carrie-freeburg-as-partner-302726915.html

03/06/2026

Retirement planning is changing, and so are annuities.

"For many advisors, annuities used to be a niche solution, often viewed as a 'sidecar' product rather than a core planning tool. That proposition is quickly changing.

Across the retirement landscape, annuity adoption is growing, product innovation is accelerating, and technology is transforming how advisors access and transact annuities as annuities shift from optional to essential."

Read more insights from our very own Jason Kestler in the latest edition of Aspire Magazine.

New era of annuities: Faster, simpler,and more relevant For many advisors, annuities used to be a niche solution, often viewed asa “sidecar” product rather than a core planning tool. That...

02/18/2026

As market uncertainty continues, diversification is increasingly a hot topic in the financial sector. At the same time, many questions still exist around cryptocurrency and where — or how — it fits in client portfolios.

Join us as we host Ashley Oerth, CFA of Invesco US for an insightful look at crypto today and how today’s financial professionals can put next-gen asset allocation strategies to work for the clients they serve.

Register: https://us06web.zoom.us/webinar/register/WN_lBf2W1N8S3WGCj-QJs00Vw #/registration

02/13/2026

💥 2026 is off to a powerful start, and we're thrilled to keep the good news coming!

To support the MSG's growth in the institutional space, we're pleased to welcome industry veteran and distribution leader Amy Kniseley as Vice President of Institutional Sales!

This critical hire represents a growing spotlight on institutional onboarding as we expand further into the registered index-linked annuity (RILA) space. Amy's experience, reputation and reach will be instrumental in helping us grow and scale this channel while ensuring continued top-notch service for all of our partners.

https://www.prweb.com/releases/market-synergy-group-appoints-amy-kniseley-as-vice-president-of-institutional-sales-302687338.html

01/26/2026

We're proud to kick off 2026 with an exciting new index launch in partnership with Corebridge Financial and Invesco US! The Invesco New Economy Index aims to deliver strong risk-adjusted returns through dynamic allocations to two exchange-traded products, Invesco QQQ ETF (QQQ) and Invesco Galaxy Bitcoin ETF (BTCO).

“We are pleased to provide our financial professionals with this innovative new way to gain exposure to technology and cryptocurrency,” said Lance Sparks, President, Market Synergy Group.

Read the release to learn more: https://www.businesswire.com/news/home/20260126380106/en/Corebridge-Financial-Brings-Cryptocurrency-to-Index-Annuities

12/24/2025

The holiday season is here, and at MSG, we’re embracing the spirit of gratitude and giving.

From our network of carriers and IMOs to the advisors they serve, we’re thankful for your support and collaboration. We wish you a joyful holiday season and a prosperous New Year!