Symphony Financial Resources, LLC (SFR)

(SFR) is a dedicated product manufacturing and distribution Company for high-end proprietary insurance products.  SFR is establishing itself as an Insurance Marketing Organization (IMO) which gathers proprietary exclusive insurance products and financial Intellectual Property (IP) processes and provides them to high end producers and uses them directly within the existing Symphony network of high level professionals.  SFR will also represent insurance-related Intellectual Properties (IP) to additional insurance companies to develop new products. 

We are beginning initially with products using premium financing riders from The Tax Track Companies. SFR has a national license to distribute the proprietary product of the Tax Track Companies to Broker / General Agencies, Top of Table Producers Family Offices, etc.   In addition, SFR will continue to add unique intellectual property to distribute not only within the Symphony network but also to other high level producers. These products will be used primarily in individual, high net worth situations. 

 The SFR team has extensive experience in development, distribution and management of high-end, proprietary insurance product, and has established relationships with most of the top 20 carriers to expand underwriting capacity, including Minnesota Life, ING, TransAmerica Life, Met Life, and Lincoln.  The team will seek to expand lending capacity as well. 

Currently, marketing materials appropriate for top producers are being produced and will provide illustrations and applications direct via the carriers and lenders.