Market Synergy Group

10/14/2026

For decades, our industry has preached that zero is your hero with fixed index annuities. But what if we could change the narrative and minimize the number of zeroes your clients receive?

ICYMI, in partnership with Corebridge Financial, we've officially launched Progressive Trigger with Memory on the Power Select Builder® Index Annuity.

Progressive Trigger follows the general structure of trigger or step-rate strategies by crediting the stated trigger rate (currently 11%) when the annual return of the underlying index — the S&P 500® Dynamic Intraday TCA Index — is flat or positive.

But unlike a traditional trigger strategy, a negative index return can be recovered in a subsequent year. This feature is called memory. If the index is negative, that year's potential interest credit gets put into memory and can be credited in a future year of growth.

Discover what it means for your clients when years with no growth are no longer lost opportunities:

Corebridge Financial today announced the launch of Progressive Trigger, a first-of-its-kind index annuity interest-crediting strategy designed to help custom...

10/08/2026

If you haven't already, make plans to join us Monday, Oct. 12 at 10 a.m. CT.

Get all your questions answered. And see what the big reveal is all about!

👉 Register: https://us06web.zoom.us/webinar/register/WN_kojoBulLSSCHaJ0ai9eMNw #/registration

10/05/2026

☑️ What if there was a better way to earn interest?
☑️ What if current solutions aren’t good enough anymore?
☑️ What if there weren’t as many zeros to explain?

Those questions led to 28 products, 14 indices and 3 crediting strategies being built. The next one is almost here.

This kind of innovation only comes to market every so often. Don't miss your opportunity to be part of the big reveal.

https://us06web.zoom.us/webinar/register/WN_kojoBulLSSCHaJ0ai9eMNw #/registration

10/01/2026

One of the greatest compliments you can get is to be copied. We co-developed and brought to market the first index with intraday technology. Intraday is now a requirement for index construction — and is included in 76 indexes currently offered.

We've spent more than a year building the next innovation.

It’s almost here. Don’t miss it.

Register ➡️ https://us06web.zoom.us/webinar/register/WN_kojoBulLSSCHaJ0ai9eMNw #/registration

09/28/2026

When we launched one of the first volatility-controlled indices, it wasn't a trend. It was a solution to problems the industry was facing at the time — and a bet on where accumulation would go.

That bet paid off. That index now has more than $12 billion in inforce account value and has been available for more than 12 years.

We build to lead. We aren’t finished.

Stay tuned for what's next and sign up for the big reveal coming soon ➡️ https://us06web.zoom.us/webinar/register/WN_kojoBulLSSCHaJ0ai9eMNw #/registration

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