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.
Licensed across all 50 states, Puerto Rico, and Canada, Alex has helped hundreds of 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 in all 50 States, Puerto Rico & Canada
Life, Health & Annuity specialist
Founder of Synersure Agent Community (BizFlow360)
Based in Orlando, FL — serving clients nationwide
OUR JOURNEY
The Synersure Story
1
2018
The Beginning
Synersure Financial was founded with a mission to bring real financial education to everyday families who were overlooked by traditional wealth management.
2
2020
Digital Transformation
Launched our virtual consultation platform, allowing us to help families across multiple states securely from the comfort of their homes.
3
2023
Experior Partnership
Partnered with Experior Financial Group, giving our clients access to top-tier carriers and our agents a revolutionary Tribrid compensation model.
4
2026
Nationwide Impact
Now fully licensed in all 50 states, Puerto Rico, and Canada, with a growing team of dedicated agents changing lives every day.
OUR PEOPLE
Meet the Team
Dedicated professionals committed to securing your family's financial future.
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.