For insurance producers, Controlled Executive Bonus Plans (CEBPs), also known as Section 162 Plans...
About us
We belive in hard work and doing the right thing.
Our story
Founded in Houston, Texas. Synergy has been independently owned and operated for almost 20 yrs.
Our values
We keep it simple by always leading with hard work and doing the right thing.
Our History
Our team
Michael Schellinger
CEO and Founder
Jennifer Lam
Licensing and New Business
Eric Estrada
Senior Advisor Consultant
Our culture
We hard and play hard. Our goal is to help your run a successful and efficient practice so you have more free time to spend with the people you care about most.
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