Standard Meeting Follow Up

Standard Meeting Follow Up Template

It was nice meeting you at (insert event name). We welcome the opportunity to continue our conversation about the services we provide and how we can help your firm navigate the complexities that arise at settlement such as lien resolution, Medicare Secondary Payer compliance, public benefit preservation, complex settlement planning and tax deferral strategies for contingent legal fees.

We will be phoning you to set up a time to discuss further. Thank you for your time and have a great day.

Best,

 

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TESTIMONIALS

"Synergy is a valuable partner in the successful resolution of catastrophic cases. Their understanding of complex issues including Medicare, Medicaid and financial planning – allows me to be certain that my clients and practice are protected."

Hector J. Lombana
Gamba & Lombana

"Synergy has been a trusted part of our legal team for many years. They have helped our clients in many cases to understand the benefits of structured settlements. Synergy has protected our clients and us by securing the best annuities on the market with the safest companies available. Our Synergy consultant is a great communicator in explaining the details and benefits of structured settlements to our clients. He has also mentored myself and the other lawyers in our firm in the benefit of Attorney Fee Annuities. Their work with our firm has secured our clients and our financial security and we expect to continue working with him for many years to come."

Brett Panter
Panter, Panter & Sampedro

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