Matthew Hudack, President of Financial Synergistics Group, Inc. has qualified for Top of the Table for his second consecutive year. A coveted milestone achievement, the MDRT (Million Dollar Round Table) organization is an internationally recognized mark of excellence reserved for the most successful in the financial services industry who have produced a minimum of six times more than the entry qualification amount.

​This places Hudack among the top professionals in the intensely competitive global life insurance and financial services industries. READ MORE

The current estate and gift tax exemption law is scheduled to sunset at the end of 2025. After that, the exemption amount will revert to the prior law of 2010.  For 2024, the lifetime gift and estate tax exemptions are $13,610,000 per person ($27,220,000 for married couples) and the annual gift tax exclusion is $18,000.  If the law sunsets, the amounts will revert back to $5,000,000 (adjusted for inflation). If you are considering making substantial gifts in the future, it’s wise to act before the sunset to take advantage of the higher exemption, while it lasts! Don’t let the sun go down without a plan in place. Financial Synergistic Group’s decades of experience and guidance can help answer your questions. READ MORE

Matt Hudack recently led a main-stage panel at the Forum 400 Annual Meeting in Orlando, FL, on Best Practices, tasks and procedures that are proven to lead to optimal efficiency and results in financial advisory services. Matt moderated the discussion on topics including The Protégé' Model, which focused on education with the younger producer to teach what you’ve learned while collaborating with them to work on your clients, before developing their own book of business. Also discussed was building a service model to mirror a Family-Office, for those who can’t afford one, along with explaining fees in the world of advice in which the entire family unit should be engaged.

Financial Synergistics Group President, Matt Hudack, recently participated in the inaugural meeting of First Financial Resources, LLC’s Advisory Council. As a council member, Hudack’s focus is helping the organization gain informative feedback, valuable insights, and innovative ideas to better serve the industry. The council is comprised of some of the most esteemed leaders in the insurance industry.

​First Financial Resources is dedicated to being a resource and support to the leading independent insurance producers in the country. Meetings will be held three times annually.