One size almost never fits all – especially when it comes to your financial needs and goals. That’s why Synergy offers products and services from over 221 trusted providers.
Let's find a fit for your needs and goals.
1 (714) 401-7712 or Schedule a Call
Synergy financial professionals help many of the industry's top financial services and insurance companies bring their products to families and individuals throughout North America.
1. All the companies listed may not be available to the Synergy agents unless they are appropriately licensed, appointed.
2. Providers listed maintains selling agreement(s) with World Financisl Group Insurance Agency, LLC. World Financial Group Agency, LLC and its subsidiaries.
3. Maintains selling agreement(s) with World Financial Group Insurance Agency, LLC. World Financial Group Insurance Agency, LLC and Transamerica Life Insurance Company are affiliated companies.
4. The city and state locations of these providers: Transamerica Life Insurance Company, Cedar Rapids, Iowa; Pacific Life Insurance Company, Newport Beach, California; Nationwide Life Insurance Company, Columbus, Ohio; Prudential Life Insurance Company, Newark, New Jersey; Everest Funeral Package, LLC Houston, Texas
Our focus is to change lives by matching education with common financial tools and strategies that help families and individuals overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they’ve built.
A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.
Whether preparing to send the first - or fifth - child to college, many families and individuals can benefit from the help of a financial professional.
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families and individuals need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.
The number of middle-class Americans who say they are living paycheck-to-paycheck1
The number of American households that are uninsured.2