25 episodes

Welcome to Synergy Thinking! A podcast featuring Robert Stuchiner, and Stephanie Alper-Lisi, of Synergy Life Brokerage.
Join Synergy Thinking for 10 minutes of power-packed information around industry topics, life insurance concepts, case studies and more.
Be sure to subscribe to the show wherever you listen to podcasts and go ahead and leave us a 5-star review.

Synergy Thinking Synergy Life Brokerage

    • Investing

Welcome to Synergy Thinking! A podcast featuring Robert Stuchiner, and Stephanie Alper-Lisi, of Synergy Life Brokerage.
Join Synergy Thinking for 10 minutes of power-packed information around industry topics, life insurance concepts, case studies and more.
Be sure to subscribe to the show wherever you listen to podcasts and go ahead and leave us a 5-star review.

    SLAT’s – What are They? - #020

    SLAT’s – What are They? - #020

    Join Stephanie Alper-Lisi and Robert Stuchiner as they take a deep dive into SLATS and what they are. On today’s show, we talk with Robert about what SLATS stand for, does one need to buy life insurance to put into a SLAT plan, do you need a special access lifetime trust with SLATS, who becomes the beneficiary and how brokers can contact Synergy in order to better understand SLATS. Learn more about how to connect with Synergy Life Brokerage, and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Synergy Life Brokerage
    00:55 What is a SLAT and what does it stand for
    02:28 Does one need to buy life insurance to put into a SLAT plan?
    03:18 Do you need a special access lifetime trust? Who is the beneficiary in that situation?
    04:37 How can Synergy help brokers work with SLAT concepts?

    • 5 min
    Start the NEW YEAR with Networking Success with Rebecca Maxwell of Asentiv NYC - #019

    Start the NEW YEAR with Networking Success with Rebecca Maxwell of Asentiv NYC - #019

    Join Stephanie Alper-Lisi and Rebecca Maxwell of Asentiv NYC as they take a deep dive into networking success in the new year. On today’s show, we talk with Rebecca Maxwell about networking, common misconceptions about networking, when is the right time to expand networks with existing relationships and how to leverage a clients network to expand your business. Learn more about how to connect with Synergy Life Brokerage, Rebecca Maxwell and Asentiv and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Synergy Life Brokerage
    00:37 Who is Rebecca Maxwell?
    01:17 What is networking and what are some common misconceptions?
    02:50 What are some of the myths that are out there that you've seen?
    04:03 How long does it take to really deepen that relationship in order to see you business starts to evolve?
    06:12 What are some other myths that are completely wrong when it comes to networking strong business relationships?
    07:17 When is the right time to leverage a clients network to begin to expand your business?
    08:50 What other ways can advisors expand their network and where should they be looking?
    10:32 What kind of clients do you and Asentiv work with? 
    12:14 What kind of program does Asentiv offer attorneys, CPA’s and/or financial advisors?
    13:14 How can listeners take advantage of the variety of opportunities offered by Asentiv?
    13:38 How advisors can contact Synergy Life Brokerage and acquire information on Asentiv and networking?

    • 14 min
    Deep Dive into Disability With Cara Sharpe of NJLTC - #018

    Deep Dive into Disability With Cara Sharpe of NJLTC - #018

    Join Stephanie Alper-Lisi and Cara Sharpe of NJLTC as they take a deep dive into disability insurance. On today’s show, we talk with Cara about who should be buying disability insurance, how long does a disability insurance benefit period last, if guaranteed issue options exist for disability insurance, and more! Learn more about how to connect with Synergy Life Brokerage, Cara Sharpe and NJLTC and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
    00:45 Who is Cara Sharpe and what does NJLTC do for their clients?
    01:39 Who should be buying disability insurance?
    03:17 Do consumers who work for companies that offer long term disability need an individual plan?
    05:50 How long does a disability insurance benefit period last?
    07:26 What are the typical insurance carriers in this marketplace?
    08:30 Do pre existing conditions exclude consumers from getting disability insurance?
    09:40 How does NJLTC work with business owners looking to protect themselves with disability insurance?
    11:28 What’s the process look like for advisors looking to get their clients disability insurance?
    12:48 Do clients need to offer a medical exam to receive disability insurance?
    13:17 Do guaranteed issue options exist for disability insurance?
    15:29 How advisors can contact Synergy Life Brokerage and acquire information on disability insurance 

    • 16 min
    John Hancock Announces Aspire With Vitality! - #017

    John Hancock Announces Aspire With Vitality! - #017

    John Hancock Announces Aspire With Vitality! Join Stephanie Alper-Lisi and Robert Stuchner as the brand new addition to Vitality, “Aspire”. On today’s show, we talk with Robert about Aspire and how it benefits those with diabetes, how the Unduo monitoring device works and how it can lower your clients premium, why Vitality and Unduo are one of the best diabetic management platforms, and how much will Aspire and Vitality cost your client? Learn more about Vitality, Aspire, Unduo and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
    00:48 What has happened with, “Vitality” with John Hancock since we last spoke about it
    02:28 What is Aspire and how does it benefit those with diabetes
    03:10 How the Unduo monitoring device works and how it can lower your clients premium
    05:33 Why Vitality and Unduo are one of the best diabetic management platforms
    06:40 How much will Aspire and Vitality cost your client?
    07:33 Ways advisors can contact Synergy in order to learn more about Aspire and Vitality

    • 8 min
    PBR & 2017 CSO Tables – What are They and How Does it Impact your Client? - #016

    PBR & 2017 CSO Tables – What are They and How Does it Impact your Client? - #016

    What are PBR and CSO tables and how do they impact your client? Join Stephanie Alper-Lisi and Robert Stuchner as they discuss the changes in principal-based reserving (PBR). On today’s show, we talk with Robert about changes in mortality rates, how principal-based reserving affecting carriers in New York, if this will have a positive or negative effect on life insurance, and how Synergy Life Brokerage can navigate changes to principal-bass. Learn more about PBR and CSO tables and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
    00:41 What the changes in mortality rates are affecting the insurance industry
    02:45 Is this change going to have a positive effect on carriers?
    04:18 How is principal-based reserving affecting carriers in New York?
    05:30 How is Synergy Life Brokerage helping brokers navigate changes to principal-bass? 

    • 7 min
    The Magic of Split Dollar - #015

    The Magic of Split Dollar - #015

    What is the magic of split dollar? Join Stephanie Alper-Lisias and Robert Stuchner as they discuss what is the magic of split dollar. On today’s show, we talk with Robert about what role “sharing” plays when it comes to split dollar, the two types of split dollars, their similarities and differences, and should business owners terminate the split dollar arrangement. Learn more about split dollar and how you can discuss this with your clients today at www.SBKG.com.
    Show Notes:
    00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
    00:31 What is the magic of split dollar? 
    01:17 What role does “sharing” play when it comes to split dollar?
    03:10 What are the two types of split dollar?
    04:28 Should the business owner terminate the split dollar arrangement?
    05:38 Is there a taxable event to the insured when you roll out of split dollar?
    06:18 How does this affect business owners who are trying to retain some of their key employees?
    06:48 How should they utilize synergy in order to be able to discuss this with their clients?

    • 8 min

Customer Reviews

AgentSmooth ,

Wow! I really enjoy the dynamic

Fantastic show on life insurance. I really enjoy the dialogue between Robert and Stephanie

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