OUR PLATFORM YOUR DREAMS

Never before and – most likely, never again – will we experience a time of opportunity like we’re living in today.

In any industry – financial services included – one big marketing innovation can change the world.

And, more importantly, it could change your world.

Available to Anyone

Synergy Financial opens the door to success for anyone who has the spirit and desire to make a better life as a financial professional.

Robust Compensation Program

Associates are rewarded with one of the industry’s most robust compensation plans on a diversified product portfolio.

World-Class Business Platform

You have access to the industry’s most powerful business platform where, from day one, you receive the support and systems needed to get started and grow at every level.

Success That Scales

As you advance through our ranks and build your business, you can earn more money while helping more people.

Looking for further information?

Frequently Asked Questions

Key Questions Answered for Aspiring Financial Services Agents

1. What are the Start Up Costs?

The $125 Application Fee goes to Corporate Headquarters to register your Platform Business ID, Background Check, and the Platform back office Business Management Software Setup.

2. What Types of Products are Available to Synergy Financial Agents?

Our Platform offers a variety of products such as variable annuities, mutual funds, retirement accounts and 529 plans through well-known providers such as Transamerica, Jackson National, Nationwide, Pacific Life and more. Our Platform does not manufacture any insurance products itself, however, it does offer products through well-known insurance companies such as Transamerica, Nationwide and many others.

3. What is FIQ?

FIQ, or Financial Intelligence Quotient, was developed by our platform as

measurement of a person's attitudes towards their own financial resilience. With five (5) simple questions based on preparedness, knowledge, control and more, you and your agent can assess your ability to withstand any type of financial shock. The higher your score, the more financially resilient you are! And making our clients more financial resilient- more prepared- for their financial future is our goal!

Through our annual FIQ study, we have seen evidence that our agents and TF representatives positively impact the financial resilience and financial knowledge of their clients. Knowing your FIQ and working with a knowledgeable TFA registered representative may assist you in identifying your financial goals for the future.

Synergy Financial Screening

Q4 2024