
Insurance Licenses
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MA License # 17456845NJ License # 1558557NY License # LA-1735235PA License # 727725TX License # 3033381
Insurance Carrier Appointments
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American AmicableAmerican NationalAmerican National (NY)AmeritasCorebridge FinancialF&GLSW (National Life Group)Lafayette LifeMutual of OmahaNational Life (NY)
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About Me
Julie specializes in Education Funding and College Fund Savings. She also serves many senior clients to maximize their income while building risk tolerance to stand up against market volatility. Joon started his career in Commercial Real Estate and Lending. His background and experiences are built on a foundation of understanding his clients. He specializes in making strategic solutions for business owners.My Why SYNCIS
Syncis is a financial career that can help you achieve personal success and establish financial freedom. By building relationships with a team of professionals, you can reach unlimited new clients and face economic challenges together. We believe in working together and helping each other achieve our goals. We are committed to providing the highest quality financial services and support to help you reach your goals. If you need assistance, please feel free to email us or call us.About SYNCIS
SYNCIS® is one of the top financial marketing organizations in America.
We bring together individuals, families, small business owners, and some of the largest insurance and financial services providers in America to make financial products and services more accessible to middle-income families.
Our mission is to help families attain proper financial protection and prepare for the future. Our Associates come from all walks of life and understand that many people may feel overwhelmed by the complexity of financial products.
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Money Blog
- The Power of Discipline: Mastering Your Life for High Achievementby admin on March 17, 2025 at 9:43 pm
Discipline is often associated with restriction or deprivation, but it’s really about making conscious choices that align with your goals and values. It’s about cultivating self-control and developing habits that empower you to achieve your full potential in all areas…
- Turning Connections into Clients: Building Relationships for Long-Term Successby admin on March 6, 2025 at 12:32 am
Expanding your client base requires more than just showcasing your expertise; it’s about building genuine relationships and fostering trust. Turning new connections into long-term clients requires a tactful approach that focuses on providing value, demonstrating empathy, and nurturing connections. Clearly…
- Feeling Scattered? How to Restore Your Focusby admin on February 28, 2025 at 10:15 pm
When your mind is racing and you’re feeling overwhelmed, it can be difficult to concentrate and be productive. But there are several effective techniques you can use to regain your focus and restore mental clarity. Take Deep Breaths Deep breathing…
- Leading Through Cultivating a Culture of Growthby admin on February 25, 2025 at 12:00 am
Effective leadership involves more than just giving orders; it’s about empowering and inspiring your team to achieve their full potential. Adopting a leader’s mindset, rather than a boss mentality, fosters a collaborative and supportive environment where individuals feel valued and…
- Wants versus Needs: Making Informed Spending Choicesby admin on February 13, 2025 at 12:54 am
It’s important to treat yourself and enjoy the fruits of your labor. But for long-term financial well-being and happiness, it’s crucial to distinguish between wants and needs, especially when making spending decisions. Needs are essential for your well-being and daily…
- Balancing Creativity and Consistency: A Key to Entrepreneurial Success by admin on February 7, 2025 at 7:41 pm
Creativity and adaptability are essential traits for entrepreneurs, allowing them to innovate, solve problems, and stand out in a competitive market. But it’s equally important to recognize the value of established practices and time-tested principles. Finding the right balance between…
- The Power of Consideration: A Key Trait of Today’s Top Leadersby admin on January 27, 2025 at 11:27 pm
Today’s successful leaders understand that consideration is not just a matter of courtesy; it’s a strategic advantage. Being considerate fosters trust, strengthens relationships, and enhances your reputation. It’s about demonstrating respect, empathy, and a genuine commitment to the well-being of…