Choose to be in business for yourself, not by yourself. With Synergistic Partners you automatically have a team of professionals who walk you through every step of the process. And you have the tools to get off to a fast start to achieve your financial and career goals.
Three days of in-person training allows you to grow your business and enjoy the perks of partnering with us – including fantastic reward trips.
Most agents enjoy a 200% increase in revenue in their first year.
An experienced back office team committed to your success.
Enjoy trips to exotic locations.
Three days of classroom and in-field training.
We’ve set a new industry standard in training to achieve success.
Making the decision to work with Synergistic Partners has been the correct one for me. At any age or stage of the business you are currently in, you cannot be an expert in everything. As a career change for me, though bringing valuable business experience with me, I was looking for in-the-trenches type of support and experience. I also wanted to give extra value to my clients and prospects to help them achieve their goals.
The more you can help them, the more valuable you are to them. This is where Synergistic Partners comes along side of you. The package of services available to your clients and prospects through Synergistic Partners, beginning with their unique proprietary estate planning process, accomplishes that goal which results in creating more value and deeper relationships with prospects and clients.
I did a LOT of research on systems, IMO/FMOs and programs available to agents in this industry. None of them that I’ve encountered delivers on the type of A-Z support and mentorship that Synergistic Partners provides, especially with in-the-field experience and support. I recommend exploring their team expertise and support systems with them. I don’t think you will regret it.
Partner Advisor
Working with Jon and Rebecca has been a game-changer for my practice. Their expertise in estate planning and Medicare has been invaluable, providing a comprehensive and seamless experience for both myself and my clients.
Their deep knowledge of estate planning & Medicare ensured that every client’s unique needs were meticulously addressed. They consistently go above and beyond, offering insights and solutions that truly protected my clients’ legacies and future generations.
Together, Jon and Rebecca’s dedication and personalized approach have significantly enhanced my ability to serve my clients. Their professionalism, attention to detail, and unwavering support have made them indispensable partners in my business. I highly recommend their services to anyone looking for reliable, knowledgeable, and compassionate experts in growing their business in estate planning and Medicare.
Partner Advisor
The platform with John and Rebecca has given me the opportunity to work with clients I never thought I’d have the chance to work with. John and Rebecca truly care about my success and are always available to help with any questions. I have learned more through their approach than I thought possible!
Partner Advisor
When I was first approached about taking on “Estate Planning Advisor” as a career, I had no idea what I was getting myself into.
The concepts of wills versus trusts, powers of attorney, tax mitigation (and all other things related to estate planning) were as foreign to me as foreign could be. Before I officially started my training with Jon and Rebecca, as I first tried to learn as much as I could on my own, the information may as well have been written in hieroglyphics. For every new term I learned, there were 3 more that I had to look up… and down the rabbit hole I went. It was so incredibly overwhelming that I had many sleepless nights and nearly threw in the towel more times than I’d like to admit.
And had it not been for the invaluable guidance and expert advice from Jon and Rebecca, I would most definitely have left this industry as quickly as I entered it.
Throughout the last few years, Jon and Rebecca have answered my every phone call, text, and email as soon as they were able, patiently I might add; and walked me through every situation I’ve had arise. They helped to turn almost every obstacle into opportunity, and helped give me the confidence I’ve needed to grow and learn in this industry. The knowledge that I have gained because of them, not only in estate planning, but also in how to professionally listen and help potential clients, has truly been invaluable.
Rebecca and Jon have quite different approaches (they will agree with me), and that has been a true asset in this process. When I have a straightforward client who needs a more fact-based approach, I know I can count on Rebecca to do me right. When I have a more laid back client, who may need some hand-holding, Jon is always there to get my back and help me figure out just the right thing to say to help meet the clients’ needs.
I guess what I’m trying to say is that this experience, although difficult and somewhat overwhelming at times, has been made much easier due to Jon and Rebecca, and if you are considering taking your career in this direction, I can’t imagine you could find yourself in more caring, capable, and professional hands.
Partner Advisor
Zero. Your only expenses are travel to the training site, accommodations and dinners. We choose hotels that serve a continental breakfast and we provide lunch.
You are an independent agent who is working for yourself but not by yourself. Your own business expenses will come from you. All commissions are paid direct from the companies to you.
Contact us. We may have availability in our next class.
