Amy Gearhart
Olney, MD (USA)
Role(s):
Founder/Owner/Principal
Synergy Financial Benefits
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Startup
Location:
Olney
Industry:
Insurance
Year Founded:
2008
Number Employees:
1-10 people
Description:
At Synergy Financial Benefits we organize, develop and implement a full financial employee benefits package for employers, by creating synergy with industry experts in partnership with employers. Through education, consultation and annual reviews, we work hand in hand with employers to ensure their human capital has access to the most cost effective and complete financial planning options, thus relieving employers from the burden and liability of managing these programs alone.
Most business owners and human resource departments work with a different broker/sales associate for each of their benefit programs. Since these brokers are not working together, the responsibility of coordination falls solely on the company. Worst of all, most brokers are only with a company during the sale process and then disappear. At Synergy, we are partners year round offering continued education, new hire enrollments, and quarterly reviews.
By assembling a team to build and manage an employee benefits program that works in complete synergy, employers and their employees will have benefits that are more extensive, more cost effective and allow for full protection and planning for the three major life events: retirement, death and catastrophic illnesses.
Our team works with the business owner and the employees to educate, effectively invest and implement benefits programs that will protect an employee's financial future and the profitably of the company.
A complete business plan with target market demographics, forecasts and business development strategy is available.