Page 4 - Synergy_Annual_Report_2021

SYNERGY FINANCIAL - HELPING YOU

Estate Tax Rate Estate Tax Rate
55% 45%
Estate Tax Estate Tax

Exemption $675k Exemption $3.5M

Inflation 1.59% Inflation -.36%

Federal Tax Rate
35% The Financial Crisis
of 2008-2009

2001 2006 2010
LUTCF
1

Palash New England Synergy
Started Financial formed
with New merged with and

England partnered
Financial MetLife with KMS

1 Life Underwriter Training Council FellowSM (LUTCF®). The Life Underwriter Training Council Fellow, or LUTCF®, is a three-
course professional designation program for new insurance and financial professionals. The College for Financial Planning®—a Kaplan
Company and the National Association of Insurance and Financial Advisors (NAIFA) partnered in 2014 to create a program that focused
on the skills that the top insurance agencies felt new agents needed most. The program focuses on fundamental prospecting, selling and
practice management skills, plus working knowledge of the four practice specialties.
1. Tax data from Bradford Tax Institute 2. Estate Data from The Balance 3. Inflation Data from MacroTrends