Market Synergy Group
- Company typePrivate
- Founded2015
- HeadquartersTopeka, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Market Synergy Group firmographics
Firmographics- Name
- Market Synergy Group
- Legal name
- Market Synergy Group
- Website
- https://marketsynergy.net
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Market Synergy Group industry classification
Industry- Product category
- Annuity Distribution Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Registered Index-Linked Annuities (RILA) (FSAIACAD), Annuities & Investment-Linked Insurance Solutions (Retail) (FSAAAAAM)
Keywords
Where Market Synergy Group is headquartered
LocationHeadquarters
- HQ city
- Topeka
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Market Synergy Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Commission-based distribution revenue: As an IMO, Market Synergy Group earns commissions from insurance carriers for distributing annuity products (fixed indexed annuities, MYGAs, RILAs) through their exclusive network of IMO member-owners, IMOs, FMOs, and advisors. They also generate revenue through MSG Financial Distributors by facilitating advisor access to RILA products for broker-dealers and banks.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels3 records
Market Synergy Group product offering
Product offeringCore offering
Market Synergy Group operates as an Independent Marketing Organization (IMO) that distributes annuity products—including fixed indexed annuities (FIAs), multi-year guaranteed annuities (MYGAs), and registered index-linked annuities (RILAs)—from carrier partners (Corebridge Financial, Aspida, Brighthouse Financial, The Standard) through an exclusive network of IMO member-owners and, via its MSG Financial Distributors division, retail broker-dealers and banks.
Product overview
Market Synergy Group is an insurance marketing organization (IMO) operating as a distribution platform for annuity products. The company functions as a single unified platform that partners with multiple insurance carriers (Corebridge, Aspida, Brighthouse Financial, and The Standard) to distribute their annuity products through an exclusive network of IMO member-owners and retail broker-dealers. The core offering includes MSG Financial Distributors for RILA distribution, complemented by fixed index annuities (FIAs), multi-year guaranteed annuities (MYGAs), and registered index-linked annuities (RILAs) from carrier partners. Products include Corebridge Power Select Series, Aspida's Synergy Choice product family (Income, Bonus, Max FIA and MYGA), DreamPath RILA, Brighthouse SecureAdvantage 6-Year FIA, and The Standard's Enhanced Choice Index Plus FIA and Multi-Choice Annuity MYGA.
Differentiator
Problem solved
Functional benefit
Products and services
- MSG Financial Distributors Brand division delivering connected RILA (Registered Index-Linked Annuity) distribution through a network of IMOs and broker-dealers, facilitating advisor access to multiple RILA products across multiple carriers with compliance frameworks.
- Corebridge Power Select Series Index annuities distributed by Market Synergy Group including Power Select Plus Income, Power Select Builder, Power Select AICO, and Power Select Advisory products from Corebridge Financial.
- Aspida Synergy Choice Income FIA Fixed index annuity offering income planning solutions with multiple index crediting options including Citi Aria, Goldman Sachs Grand Prix Index, Invesco QQQ Growth Index, Goldman Sachs Lexicon Index, and BlackRock U.S. Equity Bitcoin Balanced Risk 10% Index.
- Aspida Synergy Choice Bonus FIA Fixed index annuity with bonus features for enhanced accumulation potential from Aspida.
- Aspida Synergy Choice Max FIA Fixed index annuity designed for maximum flexibility and growth potential from Aspida.
- Aspida Synergy Choice MYGA Multi-Year Guaranteed Annuity offering fixed interest rate guarantees from Aspida.
- Aspida DreamPath RILA Registered Index-Linked Annuity with dual direction trigger strategy, annual cap strategy, and performance lock features from Aspida.
- Brighthouse SecureAdvantage 6-Year Fixed Index Annuity Fixed index annuity with a 6-year term offering index account options for growth potential from Brighthouse Financial.
- The Standard Enhanced Choice Index Plus FIA Fixed index annuity with index options including Bank of America Global MegaTrends Index, S&P MARC 5% Excess Return Index, and S&P 500 ESG Daily Risk Control 5% Excess Return Index from The Standard.
- The Standard Multi-Choice Annuity MYGA Multi-Year Guaranteed Annuity providing fixed interest rate guarantees for predictable growth from The Standard.
- Exclusive IMO Network Exclusive distribution network of IMO member-owners including Advisors Excel, AmeriLife, CreativeOne, ECA Marketing, fig marketing, Gradient Annuity Brokerage, Highland Capital Brokerage, IAMS, Impact Partnership, InsurMark, M&O Marketing, Magellan Financial, Simplicity Financial Marketing, Triad Partners, and TruChoice Financial.
Companies that use Market Synergy Group
Customer profileSegments3 records
Ideal customer profiles3 records
Market Synergy Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Market Synergy Group partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered core.
- Corebridge FinancialcoreCorebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. Market Synergy Group distributes Corebridge's Power Select Index Annuities, including products with the Invesco New Economy Index offering exposure to Nasdaq-100 and bitcoin. Products include Power Select Plus Income, Power Select Builder, Power Select AICO, and Power Select Advisory annuities.
- AspidacoreAspida, founded in 2021 and backed by Ares Management Corporation ($300B+ AUM), offers annuity products including Synergy Choice Income FIA, Synergy Choice Bonus FIA, Synergy Choice Max FIA, Synergy Choice MYGA, and DreamPath RILA. Market Synergy Group provides marketing and operational resources for Aspida products.
- Brighthouse FinancialcoreBrighthouse Financial, established by MetLife, specializes in annuities and life insurance. Market Synergy Group distributes Brighthouse's SecureAdvantage 6-Year Fixed Index Annuity and provides wholesaler resources for the partnership.
- The StandardcoreThe Standard has earned a strong reputation for financial strength since 1906. Market Synergy Group distributes The Standard's Enhanced Choice Index Plus FIA and Multi-Choice Annuity MYGA products, providing marketer and operational resources.
- Advisors ExcelcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- AmeriLifecoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- CreativeOnecoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network. Also listed as CreativeOne Securities in MSG Financial Distributors.
- ECA MarketingcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- FIG MarketingcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- Gradient Annuity BrokeragecoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network. Also listed as Gradient Securities in MSG Financial Distributors.
- Highland Capital BrokeragecoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- IAMScoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- Impact PartnershipcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- InsurMarkcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- M&O MarketingcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- Magellan FinancialcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- Simplicity Financial MarketingcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network. Also listed as Simplicity Investments in MSG Financial Distributors.
- Triad PartnerscoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- TruChoice FinancialcoreIMO member-owner in Market Synergy Group's exclusive distribution network, distributing annuity products to their producer network.
- American ElmcoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- Barnabas CapitalcoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- CoreCap InvestmentscoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- Madison Avenue SecuritiescoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- OsaiccoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- Saybrus PartnerscoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
- USA FinancialcoreBroker-dealer partner in MSG Financial Distributors network, facilitating RILA distribution through Market Synergy Group's platform.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Market Synergy Group competitors and assessment
Company assessmentDirect peers
- Crump Life Insurance Services: Crump is one of the largest independent insurance distributors in the U.S., distributing life insurance, annuities, and related products through a national network of producers. Directly comparable as a multi-carrier annuity and life insurance distribution platform serving independent advisors.
- Insurance Agency Holdings (IAH): IAH operates a national network of IMOs and FMOs distributing life insurance and annuity products from multiple carriers. Directly comparable as an IMO aggregator with similar multi-carrier annuity distribution and network-member structure.
- LifePro Financial: LifePro is an IMO/FMO distributing fixed, indexed, and registered index-linked annuities from major carriers to independent producers. Closely comparable as a multi-carrier annuity distribution partner with a similar product mix of FIAs, MYGAs, and RILAs.
- Annexus: Annexus designs and distributes fixed indexed annuities and RILAs through a network of independent advisors and broker-dealers. Directly comparable for RILA product development and distribution infrastructure similar to MSG Financial Distributors.
- DPL Financial Partners: DPL Financial Partners is a registered investment advisor that provides a fee-based annuity platform for RIAs and broker-dealers, with strong focus on RILAs. Comparable as a multi-carrier RILA distribution platform targeting independent advisors, particularly the broker-dealer channel MSG Financial Distributors serves.
- TruChoice Financial Group: TruChoice is both a member of MSG's network and a major IMO itself, distributing fixed and indexed annuities through independent producers. Comparable multi-carrier annuity distribution model with overlapping carrier relationships.
- Advisors Excel: Advisors Excel is a top-tier IMO/FMO distributing annuities and insurance products, and also a member of MSG's exclusive network. Directly comparable in scale and product mix, and represents both a partner and a potential competitor to MSG.
- CreativeOne: CreativeOne is a national IMO and broker-dealer distributing annuities and insurance products; also a member of MSG's network. Comparable multi-product distribution platform with overlapping carrier partnerships.
- Impact Partnership: Impact Partnership is an IMO with a large network of independent insurance professionals distributing annuity and insurance products. Comparable as a network-based annuity distribution competitor, also a member of MSG's network.
Emerging players
- Kestle Group: Kestle Group is an emerging IMO/FMO distributing annuity and life insurance products through independent agents. Comparable in business model as an annuity-focused distribution intermediary, though smaller in scale than MSG's network.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Market Synergy Group social profiles
Digital presenceMarket Synergy Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Market Synergy Group leadership team
Management profileNumber of profiles
Profiles3 records
Market Synergy Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Market Synergy Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Market Synergy Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Market Synergy Group
What does Market Synergy Group do?
Market Synergy Group operates as an Independent Marketing Organization (IMO) that distributes annuity products—including fixed indexed annuities (FIAs), multi-year guaranteed annuities (MYGAs), and registered index-linked annuities (RILAs)—from carrier partners (Corebridge Financial, Aspida, Brighthouse Financial, The Standard) through an exclusive network of IMO member-owners and, via its MSG Financial Distributors division, retail broker-dealers and banks.
Is Market Synergy Group a public or private company?
Market Synergy Group is a private company. It is classified as unknown and is currently operating.
When was Market Synergy Group founded?
Market Synergy Group was founded in 2015. It employs 11 to 50 people.
Where is Market Synergy Group based?
Market Synergy Group is headquartered in Topeka, United States, in the North America region.
How does Market Synergy Group make money?
One revenue line is on record: commission-based distribution revenue.
Who are Market Synergy Group's main competitors?
Direct peers on record are Crump Life Insurance Services, Insurance Agency Holdings (IAH), LifePro Financial, Annexus, DPL Financial Partners, TruChoice Financial Group, Advisors Excel, CreativeOne and Impact Partnership. Kestle Group is listed as an emerging player.
Does Market Synergy Group have an API?
No public API is recorded for Market Synergy Group.
What industry is Market Synergy Group in?
Market Synergy Group's product category is Annuity Distribution Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAIACAD, Registered Index-Linked Annuities (RILA). Its NAICS code is 52421 and its SIC code is 6411.