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Owned by Crew

Symmetry Financial Group

Memberships

95 contributions to Peterson Agency Success Group
🔥 YESTERDAY's FUNNEL + LH LEAD TRAINING ⬇️
Awesome Training for all those on funnel / Digital Lighthouse leads or interested in using them! HUGE thanks to Sieun, Selena (Jessica), and Dolly Parton (Kat)! 🎯
🔥 YESTERDAY's FUNNEL + LH LEAD TRAINING ⬇️
🚨 IMPORTANT - Writing Your First Policy + Accidental Death
In this agency we write the first policy on ourselves. It is also important to understand accidental death coverage as we use it often with our clients! Writing the first accidental health policy on yourself helps you learn the application process as BOTH the agent AND the client, and it even speeds up your carrier approvals and contracting!!! in other words, you’ll get cleared faster and paid faster just by submitting your first app. (Confirmed by an SFG Managing Partner). ✅ If you have your Health license: Write a Mutual of Omaha (MOO) Guaranteed ADvantage - Super inexpensive accidental death plan that counts as a clean first application. YOU CAN WRITE THIS AS SOON AS YOU SIGN YOUR MOO CONTRACTS ON SURELC USING THE "JIT INSTRUCTIONS!" ^ ❌ If you don’t have your Health license yet - no problem! You still have two options that you can write with only a Life license: 🦍 UHL Protector AD (ages 18–60) - Offers 3 options ($50k, $75k, or $100k) - ✅ Best move if you just want to knock it out fast - Go with $50k to keep cost as low as possible 🛡️ Americo ADB (ages 20–60) - Offers 4 options ($100k, $150k, $200k, or $250k) - Includes a bonus $1,000 payout for any cause of death - If you or your client want $100k or more of coverage, go Americo - That $1k bump makes up for any small price difference. YOU MUST WAIT TO WRITE THESE TWO UNTIL CONTRACTS ARE APPROVED! ^ 🎯 One More Thing: You MUST submit this and all policies to OPT! to make it official and get credit. Don't skip this step. No OPT = no tracking, no approval movement. ⚠️ Remember! If you are writing a policy on yourself or anyone else that is not a lead, to submit it you need to go to OPT! and click *My Leads > Leads/Referrals > New Lead With Application*. Shoot me a message if you have any questions. Let's make it a great week and start August FIRING! 🚀
1 like • Jul 29
@Tracy Gingell Perhaps you didnt save. It should be in "my clients"
0 likes • Jul 30
@Tyra Taylor no it doesn’t have to be. This is just what we recommend because they are the cheapest for you! If you want more coverage for yourself with a different product, that works too!
Half empty or half full?
Your outlook on life will shape the outcome you get. If you’re looking constantly at what’s missing, what you’re doing wrong, and giving yourself (and others) constant criticism your glass is half empty. Switching that around with gratitude and looking at ; what am I doing right? How did I win today? How did I show up for myself today? How did I show up for my clients today? WILL MAKE a life changing difference. No one said this business would be easy, it will change you into the person you’re wanting to be if you let it and grow with it. So my question is - HOW is your glass half full today?
2 likes • Jul 29
I started Lighthouse leads and funnel but havent sold a policy YET. Down a few hundred dollars in the process and its been a few weeks (as expected with LH and Funnel). HOWEVER, I have 4 appointments set and if I just sell ONE policy i will 4x what ive put into it! If I sell two (which i hope to do in my next appointment today) then I will have so much more profit and I can scale my leads and my income from there! 🚀🌔
Officially Onboarded
Wow, there are a lot of steps! The Classroom here has made things super streamlined and it's great having a mentor that doesn't mind my 50 questions a day leading up to making calls!
1 like • Jul 19
Happy to have you with us 💪
🚨 ENGAGE Conference is a Non-Negotiable 🚨
"What is Engage? - Hosted by Symmetry Financial Group, Engage is our three-day conference created to support career--focused insurance agents. - Experience breakthrough training, community with thousands of insurance professionals, product demos and cutting-edge sales strategies. - Whether you are new or a seasoned pro, if expanding your business is the vision, Engage is where it becomes reality." MASSIVE opportunity coming up with our Engage National Conference. EVERYONE should be make this a priority no matter where you're at financially or in this business, and I will tell you why! Some of the most respected leaders in this company started by going to conference completely broke, lost, or just wanting more out of their lives. Slept on floors. Ate whatever they could afford. But they made it happen and it changed the direction of their life! People like Sieun Kim🥇, Sara Reineke🥇, Jamie Soucy🥇, and literally so many more! Conference was the moment everything clicked! Now having achieved real wealth, freedom, and an undeniable amount of personal development, they all attribute conference to the moment things changed.🚀 Clicked for Landry and I at conference too. At a past conference, we both knew it was time to commit to building a legacy here. HUGE turning point in my life and it will be one of the things I always look back on! 🙏 CRAZY STAT: 🚨 96% of consistent writers at Symmetry go to conference. 96%!!! Here’s what conference does: ✅ You stop feeling isolated and start feeling part of something ✅ You get clarity on what actually moves the needle ✅ You start believing more in the system that has made so many millionaires and in yourself to be next ✅ Have fun meeting the members of our amazing team and company in person! If you’ve never been, make this one your first! Post in Skool that you've signed up when you do! If you’ve been to conference before, drop your story below! 👇 🚨 MORE INFO / SIGN UP HERE: https://www.quilityevents.com/event/conference25/home
Poll
14 members have voted
🚨 ENGAGE Conference is a Non-Negotiable 🚨
1 like • Jul 16
@Jessica Simpson Denver, Colorado
1 like • Jul 19
@Angelique Evak yes 👍
1-10 of 95
Crew Peterson
5
290points to level up
@crew-peterson-4304
Agency Owner 🚀

Active 1h ago
Joined Nov 23, 2024
American Fork, UT
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