Why Synergy?

We partner with only the best in the solutions we provide. Our goal is to help independent insurance professionals create and preserve financial resources for their clients by providing creative, market-leading product solutions and outstanding service.

We understand and respect the need for objectivity and independence. With years of experience in our local sales office and the resources with our national affiliations, we have the ability to support everything from the most basic sale to the most complex case.

Our Life Network – One of the largest, independent distribution networks of life insurance in the U.S. specializing in estate planning and wealth transfer solutions in the affluent market.    Our Annuity Network – Fully customizable to meet any objective from consulting to sub-advising

Ultimately, our goal is to build long-term relationships with our producers and to become a critical back-office and advanced marketing extension of their business.

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