Market Synergy Group

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

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

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/

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

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

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.

📰 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

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.

Aspire Magazine - March | April 2026 : Page 30 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...

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

💥 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