OUR STORY
Built to Protect Families.
Driven by Purpose.
Synersure Financial was founded with a simple belief: every family deserves access to real financial education and protection — not just a sales pitch.
FOUNDER & LICENSED AGENT
Alex Ortiz
Founder, Synersure Financial | Powered by Experior Financial Group
Alex Ortiz founded Synersure Financial with one goal: to bring real financial education and protection to families who were never taught how money works.
Through Synersure Financial, Alex helps families design personalized life insurance, retirement, and wealth protection strategies — tailored to their real lives, not a one-size-fits-all policy.
Backed by Experior Financial Group, Alex offers access to the industry's top insurance carriers through a unique Tribrid model that combines the training of a career agency, the flexibility of an IMO, and the income potential of building your own team.
Licensed Insurance Professional
Life, Health & Annuity products
Founder of the Synersure agent community
Based in Orlando, FL — serving clients remotely
OUR JOURNEY
The Synersure Story
Synersure Financial was founded with a mission to bring real financial education to everyday families who were overlooked by traditional wealth management. We believe every family deserves access to clear, honest guidance — not just a sales pitch.
Through a partnership with Experior Financial Group, we give our clients access to top-tier insurance carriers and our agents a revolutionary Tribrid compensation model that blends the training of a career agency, the flexibility of an IMO, and the income potential of building your own team.
Today, Synersure Financial continues to grow — helping families protect their income, build wealth, and secure their future, while mentoring a dedicated team of insurance professionals committed to changing lives every day.
OUR PEOPLE
Meet the Team
Dedicated professionals committed to securing your family's financial future.
We are a growing team of dedicated insurance professionals committed to securing your family's financial future through education and personalized protection strategies.
OUR MISSION
Why We Do What We Do
Education First
We don't just sell policies. We teach families how money works so they can make empowered decisions.
Personalized Strategy
Every family is different. Your protection and wealth strategy should be built around YOUR life and goals.
Community Focused
We're dedicated to uplifting our community through financial literacy, inclusion, and real opportunity.
Trusted Partners
Powered by Experior Financial Group, giving you access to the industry's top-rated insurance carriers.
OUR BACKING
Powered by Experior Financial Group
Experior Financial Group is a unique Tribrid model that combines the training and brand support of a career agency, access to multiple top carriers like an IMO, and the ability to build your own team with override income through 7 generations.
Top Carriers
Access to North America's highest-rated life and health insurance carriers
7 Generations
Override income opportunity through 7 generations of your agent team
Legacy
Pass your business to your family through the Legacy Program
Ready to Work With Us?
Book a free strategy session with Alex Ortiz and take the first step toward protecting your family's future.