Founded in 2004, Synergy Financial Group operates as a Financial Marketing Organization (FMO) and Insurance Marketing Organization (IMO). The company's mission is to empower independent financial professionals by offering them access to a wide portfolio of annuity, life insurance, and asset-based long-term care products from top-rated carriers. They provide comprehensive back-office support, including case design, marketing strategies, training, and new business processing, enabling their partners to better serve their clients and scale their practices.

Founded in

Hong Kong S.A.R.