Cincinnati, OH, June 17, 2024 — Annexus and The Quantum Group hosted Wealth Sync Partners and their advisors at an elite advisor training experience at Goldman Sach HHHeadquarters in New York and the New York Stock Exchange (NYSE) from June 12th-14th.
“Our platform is designed to help already exceptional advisors become even better, said Annexus CEO and Co-Founder Ron Shurts. “We provide an unparalleled level of expertise in index design and due diligence, innovative product structures and new strategies designed to help meet clients’ unique retirement needs. This exclusive training experience helps elite advisors become even better equipped to serve their clients.”
“I am extremely passionate about the work we do with our clients at Wealth Sync Partners. Getting to visit the NYSE and see/hear about how the markets trade today, and used to trade in the past, gives us even greater insight into portfolio construction and investment management,” said RJ Beucler, ChFC® and Owner/Wealth Advisor at Wealth Sync Partners. “We are thankful for this opportunity to experience NYSE and attend the Annexus training so we can continue finding ways to try and deliver more value to those we serve in trying to help them reach their optimal financial possibilities.”
For more information on Wealth Sync Partners services or Annexus designed solutions, please contact Wealth Sync Partners at (513) 438-8633.
Wealth Sync Partners, Annexus and The Quantum Group are not affiliated.
About Annexus
Annexus designs solutions to help Americans grow and protect their retirement savings. For over a decade, Annexus has developed market-leading fixed-indexed annuities and indexed universal life insurance products. Annexus has forged relationships with many of the industry’s leading insurance carriers and the world’s largest investment banks. Find out more about Annexus and its products.
About The Quantum Group
Quantum was created with a laser focus on advisor education. We strive to arm our advisors with the knowledge and resources they need to confidently address their clients’ financial planning needs. Our visionary education programs meet this goal. Quantum’s unique combination of industry expertise and client-centric focus provides it with the ability to understand the obstacles financial advisory firms face in finding solutions that meet the individual needs of their clients.
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