Life insurance and retirement planning from top-rated carriers. Plain-English guidance, in English or Spanish. One free call.
Licensed. Bilingual. ITIN-friendly.
What we do
Built around your family, your goals, and your future.
Every plan is tailored. Every policy is explained. Nothing is rushed. From term life to retirement planning — protection matched to where your family is right now.
Income protection
Term Life
A large safety net for a small monthly premium, covering the years your family still leans on your paycheck. Ideal for income replacement, mortgage coverage, and family security.
Learn moreProtected growth
IUL
Permanent coverage that builds real cash value — linked to a market index, with a floor that protects what you've built when markets fall.
Learn moreRetirement wealth
Retirement Planning
Build retirement wealth outside the traditional system — no SSN required, ITIN friendly.
Learn moreTomorrow is worth protecting.
Who we're here for
Advice before paperwork
- A free consultation with a licensed agent, in English or Spanish
- How each option works, explained before anything is recommended
- Shaped around what your household can actually carry each month
Never tied to one carrier
- Appointments with multiple top-rated carriers
- Options set side by side, in plain language
- The fit for your household, not the policy that places easiest
ITIN-friendly, all fifty states
- No Social Security Number required to apply
- Licensed nationwide, run out of Orlando
- The same agent for policy reviews as your circumstances change
Our carriers
The strength behind every policy.
Our access to multiple top-rated carriers means we are never limited to one solution. We find what is right for your family — not what is easiest to sell.
- Mutual of Omaha
- Transamerica
- Americo
- American Amicable
- North American
- Global Atlantic
- Athene
- Corebridge
- Lincoln Financial
- Nassau
- Foresters
- Liberty Bankers
- Aetna
- Aflac
- American National
- Columbus Life
- Ethos
- F&G
- National Life Group
- Royal Neighbors
- United Home Life
- Our commitment
We Work For You, Not One Carrier
We're not tied to a single company, so no one carrier decides what your family is offered. We shop multiple top-rated carriers side by side and bring back the plan that fits your budget and your life — not the one that's easiest to sell.
- Our commitment
Clear, Honest, No Pressure
We take an education-first approach to every conversation. Your advisor explains how each option works — in plain English — before recommending anything, so every decision you make is informed, confident, and entirely yours.
- Our commitment
A Partner for Life
We don't disappear after the sale. Your advisor stays with your family through every policy review, every life change, and every new chapter — so your coverage keeps up with the life it protects.
Education first
Nothing is rushed.
A free consultation
Reach an advisor by phone, by email, or through the booking form. The first conversation is free, and it starts with your situation rather than a product.
We shop the market
Synergy is an independent brokerage, not tied to one company. Options are compared across multiple top-rated carriers, against your budget and your goals.
Explained before recommended
Every option is explained in plain language by a licensed advisor. The decision stays yours.
Synergy Insurance Group offers a free no-obligation consultation where a licensed advisor reviews your specific situation and builds a plan around your budget.
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What Our Clients Say
Synergy made the entire process easy to understand. They listened, explained everything clearly, and helped us choose the perfect plan. We have real peace of mind now.
Michael & Laura Adams