A Company Overview Webinar

Unlock Your Potential with Synergy Financial.

A Lifetime Opportunity Awaits!

Watch Now!

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.

View Now

7MM

Families Helped

100+

Trusted Providers

A

Provider Standard

76k

Entrepreneurs

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

OUR PLATINUM PARTNERS

Who We Work With

MEET ONE OF OUR SYNERGY BROKERS

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

Mrs. Monica R. Carter-Soaris

SENIOR MARKETING DIRECTOR

First and foremost, Mrs. Monica R. Carter-Soaris is a beautiful inside/out spirited Woman of God, consummate business woman, licensed financial

strategist, realtor/real estate investor, author, and public transformational speaker. She has a human resources executive background for fortune 500 companies/entertainment, M.B.A and married to Joseph Soaris (a.k.a Teddy Ruxpin) for five years. Her foundation is wealth management specializing in;

retirement/advanced planning, business solutions, generational wealth building, investments, insurance with coaching professionals, doctors, nurses, attorneys, families, business owners, athletes, cpa’s, etc. worldwide about tax-advantage concepts many are not privy to. Ultimately, coaching her clients how to optimize on tax-efficiency and build wealth to increase their cash flow. She is well grounded, has an infectious personality. Her infectious personality empowers anyone who has the opportunity to be advised by her. Purpose is to empower women and young girls to become emotionally independent! If a woman is emotionally unstable, her finances will be as well!

Regards,

Monica R. Carter-Soaris

M.B.A., Financial Strategist, CFP Candidate

View Now

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.

132089f

WFG-10.19