A Company Overview Webinar

Unlock Your Potential with Synergy Financial.

A Lifetime Opportunity Awaits!

Discover How Joining Our Team Can Empower

You to Help Families Secure Their Financial Future

How We Make A Difference

Learn how our team of leaders are helping everyday families get the financial education and tools they need.

Products & Providers

Explore why Synergy Financial is trusted by some of the industry's top companies to present their products to families and businesses.

Our Business Platform

Discover what makes our business model so innovative, and see for yourself how it could set you up for success.

OUR PLATINUM PARTNERS

Who We Work With

Our Success is Built on Yours

Our Commitment

Synergy Financial's Innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork.

You will have access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice.

Learn How

7MM

Families Helped

100+

Trusted Providers

A

Provider Standard

76k

Entrepreneurs

HEAR FROM ONE OF OUR BROKERS!

Meet Your Financial Guide: Expert Insights for Your Wealth-Building Journey

NATALIE PLANT

EXECUTIVE MARKETING DIRECTOR

Natalie and Ryan Plant embarked on their entrepreneurial journey with the business in 2004 while still pursuing their college studies. Over the past 19 years, they have meticulously developed their team, Kingdom Builders, into a prominent presence in the industry.

Along the way, they have successfully nurtured multiple brokers under their tutelage. Through their direct and indirect leadership, Natalie and Ryan have played a pivotal role in empowering numerous Synergy entrepreneurs to establish robust businesses and achieve annual incomes exceeding $100k annually.

Today, Kingdom Builders team comprises over 50 licensed agents spread across the United States, managed from their base in Florida.

Natalie's outstanding leadership and business acumen have earned her widespread recognition. She has been honored as a Woman of Leadership by WFG, and she has received accolades from Transamerica as a top woman broker, in addition to being ranked as an overall top TFA financial advisor.

View Now

Invite to Apply

Know someone seeking a

life-changing career opportunity?

Invite them to unlock their potential with Synergy Financial – a lifetime opportunity awaits!

have more questions?

Frequently Asked Questions

Expert Insights: Answers The Pressing Questions About Our Business Opportunities

Question 1: Why Join Synergy Financial?

We offer a large array of products and services that other financial companies may not. Our non-captive platform allows you the flexibility to meet the client where they are at, and help them understand their best options. We also have a unique compensation and field advancement system that encourages people to grow in their careers.

Question 2: Where does Synergy Financial Conduct Business?

Synergy Financial agents do business in the United States. Our platform also does business in the Virgin Islands and Puerto Rico as well as Canada.

Question 4: What is Synergy Financial Group?

Synergy Financial is a World Financial Group company. Synergy offers life insurance, among other products and services, to clients through its affiliated insurance agency, World Financial Group Insurance Agency, LLC (WFGIA) and it's platinum product providers.

In addition, agents also provide clients with education about financial fundamentals so they can make sound decisions both now and in the future. These things combined, help ensure a client has a sound financial future. WFG, WFGIA, and TFA are affiliated companies.

Synergy Financial s an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, (In California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”).

These agents offer insurance products through World Financial Group Insurance Agency LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.

WFGIA Headquarters: 6400 C Street SW, Cedar Rapids IA 52499. Phone: 770.453.9300.

Tax and Legal Disclosure Neither World Financial Group nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

SUCCESS / RESULTS FOOTNOTE:

Many people have experience various levels of success with World Financial Group. However, each individual’s experiences may vary. This statement is not intended to nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system.

WFG-09.24