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! 🚀

"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

For anyone who feels stuck or slowed down while studying for the exam: The best tip I can give is don't get too focused on remembering every page you read and taking extensive notes. I did that in the beginning and it slowed me down until I pivoted to skipping the note taking, skimming through and focused more on the practice quizzes at the end of each chapter. You can take those quizzes over and over, make sure you're getting an 85% or better every quiz attempt you take and move to the next chapter. It cut my study time in half and was still able to retain all the information I needed to pass the exam. Hope this helps!