About

Sage Synergy Solutions is an Irvine-based insurance brokerage and financial strategy firm helping small and mid-sized businesses build benefits packages that attract, retain, and take care of their people. We partner with business owners to design cost-effective group and supplemental benefits, then help them protect what they've built through personal and owner-focused strategies. Licensed in 19 states, we take a people-first, education-driven approach, so every client understands their options and feels confident in their decisions.

Areas of expertise:

• Employee Benefits & Group Health Insurance
• Supplemental Benefits
• Group & Individual Disability Insurance
• Life Insurance (Term, Whole & Indexed Universal Life)
• Annuities & Retirement Income Strategies
• Business Succession & Key Person Planning
• Business Owner Tax-Advantaged Strategies