We work for you, not one carrier
- Not tied to a single company, so no one carrier decides what you are shown
- Multiple top-rated carriers compared, then the plan that suits your budget and your life
Life insurance and tax-free retirement from top-rated carriers. Plain-English guidance, in English or Spanish. One free call.
Licensed. Bilingual. ITIN-friendly.
Partnered with the nation's top-rated carriers
Mutual of OmahaTransamericaAmericoAmerican AmicableNorth AmericanGlobal AtlanticAtheneCorebridgeLincoln FinancialNassauForestersLiberty Bankers
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 tax-free retirement — 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
Tax-Free Retirement
Build retirement wealth outside the traditional system — tax-free growth, no SSN required, ITIN friendly.
Learn moreTomorrow is worth protecting.
Who we're here for
Built for the people the system kept overlooking.
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 carriers rated A or better by AM Best
- 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
Why Synergy
Why families choose Synergy.
An education-first brokerage based in Orlando, licensed across all fifty states. Every option gets explained before anything is recommended.
Clear, honest, no pressure
- Education first — how each option works, explained before anything is recommended
- Every decision stays informed, unhurried, and yours
A partner for life
- We do not step away once the policy is placed
- We stay with your family through each review, each life change, each new chapter
ITIN-friendly, licensed in all fifty states
- No Social Security Number needed to apply for coverage or a retirement plan
- For self-employed workers, construction workers, nurses and truck drivers working on an ITIN
Not sure where to start? A licensed advisor reviews your situation in a free, no-obligation consultation.
Get a free quote
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What Our Clients Say
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Michael & Laura Adams 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.
Brian & Jessica Williams They took time to walk us through every option. We know exactly what we have and why. They truly put our family first.
Mark I never understood life insurance until I spoke with Synergy. They made it simple, affordable, and completely stress-free.
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.
Open the retirement calculator