Synergy Settlement Services
Jason D. Lazarus is the CEO of Synergy Settlement Services, guiding the company and assisting law firms with complex planning issues so they can focus on what they do best: practicing law. After spending 10 years in the settlement planning industry, working for someone else and then rising to the president of that organization, he imagined a new approach.
“During that time, I saw that settlements were becoming more and more complex, necessitating a team approach with other service providers. I envisioned one company that could provide all of these services in an integrated fashion,” he said. So in 2010, Synergy Settlement Services was formed to put everything under one roof, becoming the only fully integrated settlement services firm in the U.S.
Lazarus’ team consists of attorneys, paralegals, case managers and financial planners, all providing settlement services to personal injury law firms and their clients to address settlement complexities. With a background as an attorney, Lazarus enjoyed being a part of the legal system, but wanted to do something other than litigation. This profession has allowed him to help people, while assisting with the resolution of personal injury cases by using his legal skills.
Synergy has changed the way services are offered in the marketplace by creating innovative solutions to help manage the financial future for its clients. By creating a trusted product that no one else offers, it allows clients to have a fixed income stream using high yield annuities, coupled with a cash reserve that gives them liquidity as well as flexibility.
The biggest obstacle Lazarus has faced is marketing Synergy’s services nationally – to get the word out of what it can do even beyond its home state of Florida. “I believe we are poised for massive growth. The planning we have been doing recently to strategically grow the company should allow us to execute and make Synergy the top brand nationally in our market space.”