New Prospect

New Prospect (Lunch and Learn) Template

We are doing a lunch and learn series on complex issues that arise at settlement including lien resolution, public benefits protection and Medicare Secondary Payer compliance. We provide a catered lunch for the attendees and all participants earn CLE credit. We are in and out of your office in an hour. If you have other complex issues you would like to address, we will customize this discussion to your specific needs.

If this is something of interest, could you please advise who my office manager should contact in your office to schedule? I appreciate the opportunity to meet with you and your partners.

Thanks very much.

 

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TESTIMONIALS

"Synergy provides great service and are very helpful to my clients. Sometimes clients have trouble understanding the annuity concepts and Synergy does a wonderful job making everything clear and understandable. It is a pleasure to work with Synergy on cases."

Glen Wieland
Wieland, Hilado & Delattre

I wanted to pass my highest recommendation to Synergy who we routinely get involved in cases when Medicare issues come up, especially when dealing with Medicare Set Asides. Synergy went beyond the call of duty in a recent case that was settled and dealt one-on-one with our clients and their family. They spent time on the phone with them to be sure they got all their questions answered and did a fantastic job dealing with Medicare.

J. Daniel Clark
Clark Martino, P.A.

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