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  • Insurance Basics
  • What We Do
    • Life Insurance
    • Annuity Business
    • Long Term Care (LTC)
    • Disability
    • Health Insurance (ACA)
    • Medicare
  • Services
    • Financial Planning
    • Retirement Planning
    • Insurance Guidance
    • Tax Diversification
    • Estate Planning
  • FAQ
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Start Your Journey to Financial Success

About Us

Who We Are

 At Synergy Advisors, Inc. We are committed to helping families, individuals and small business organizations protect and planning what matters most, we connect our clients with best fitting products and resources while providing our consultants force with industry leading training and tools.  Synergy Advisors, Inc. has partner with Brokers International, one of the largest and most influential insurance marketing organizations (IMO) in the country. 


Our Mission

 

Synergy Advisors Inc. is committed to protecting families and individuals through every step of their life’s journey, beyond this, we are committed to serving our communities to expand our role as a sustainable and socially responsible organization. We promote several corporate networks that serve our communities and encourage personal and professional development.


Synergy Advisors Inc. staff and consultants have access to an expansive growth network and are able to give back to the organizations and causes that mean the most to them individually.


Our Services & Core of Products

Assets & Income Protection

Assets & Income Protection

Assets & Income Protection

 Life insurance (Term, Whole and UL) **is** designed to protect your assets if you die. It can cover your liabilities (e.g., Debts and mortgage) to help your family keep living their life even after you pass away. Insurance also protects your income.  

Retirement Planning

Assets & Income Protection

Assets & Income Protection

 Wealth Preservation using insurance based products: Whole Life, Universal Life, Annuities, Long-term care (LTC). Tools to provide a guaranteed lifetime income stream. 

Infinite Banking

Assets & Income Protection

Infinite Banking

 A financial strategy to protect and grow wealth by becoming your own bank, rather than saving or borrowing money with traditional bank. 

Term Life

Indexed Universal Life Insurance (IUL)

Infinite Banking

 What happens when term life insurance expires? If you outlive the policy term, you can choose to extend coverage for a new term but be prepared for significantly higher premiums. The new premiums will be based on your current age, which can result in an increase. 

Indexed Universal Life Insurance (IUL)

Indexed Universal Life Insurance (IUL)

Indexed Universal Life Insurance (IUL)

  What if I miss a premium payment for my universal life insurance policy? Universal life insurance offers flexibility with premiums. Missing a payment may not cause immediate policy lapse since the cash value within the policy can provide some leeway. 

Mortgage Protection

Indexed Universal Life Insurance (IUL)

Indexed Universal Life Insurance (IUL)

  Mortgage protection insurance ensures your mortgage payments are covered if you die prematurely, providing peace of mind to your loved ones. It can also cover disability or critical illness for homeowners. 

Critical Illness Insurance

Critical Illness Insurance

Critical Illness Insurance

  Can I get life insurance if I have a critical illness? Unfortunately, getting critical illness coverage after diagnosis excludes coverage for that illness. Critical illness insurance is for those without a current serious illness. 

Disability Insurance

Critical Illness Insurance

Critical Illness Insurance

  Why do I need disability insurance? Having a critical illness doesn't mean you can't get life insurance to protect your family's financial future. 

Retirement

Critical Illness Insurance

Health Insurance (ACA - Marketplace)

  You can use life insurance to fund retirement in multiple ways. Whole life or universal life policies help you accumulate funds through their cash value component. Symmetry Financial Group offers retirement protection products that allow you to take advantage of such options. 

Health Insurance (ACA - Marketplace)

Health Insurance (ACA - Marketplace)

Health Insurance (ACA - Marketplace)

Pick Health Insurance Makes it Easy To Save

  • Getting started takes less than 5 minutes
  • Our expert advisors will help you pick the right coverage
  • Compare plans to find your lowest rates

 

We've Located 50+ Health Plans and Discounts from Top Providers Near You

  • 17 Health Plans
    • Multiple Plan Options
    • Price flexibility
    • Comprehensive coverage
  • 4 HMO Plans
    • Low Premiums / Copay
    • In network doctors
    • 100% of services coverage
  • 5 PPO Plans
    • Higher Out of Pocket costs
    • Your choice of providers
    • Varying % of services covered

Medicare Programs

Health Insurance (ACA - Marketplace)

Medicare Programs

 Our Mission

Because there could be a significant amount of out-of-pocket cost that may be required by Original Medicare, a market of private-sector insurance products has developed over the years. The additional options afforded by these private-sector plans allows Medicare recipients to find Medicare insurance coverage that fits their individual needs. Synergy Advisors mission is to help people understand these products and provide licensed insurance agents to assist in the decision-making process.


Avoid confusion, know your Medicare plan options

The number of Medicare Supplement, Medicare Advantage (Part C) and Medicare Part D Prescription Drug plans available in a given area can be overwhelming. The purpose of this website is to give you access to a licensed insurance agent who can help provide you with information to make good decisions.

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