Welcome to Your New Career As a Life Insurance Broker
This is everything you need to go from licensed to Symmetry Agent.
Get E&O (Errors & Omissions) Insurance
This is your professional liability insurance. All financial services professionals from Mortgage Brokers, to financial planners, and life insurance agents have to carry it.
Apply to Symmetry!
Have your mentor send you an application to Symmetry. You'll need your NPN (National Producer Number) which typically takes 24 hours to populate after the state issues its license.
You'll also need your BANK INFO for direct deposit. This must be a document that includes:
- The Bank Logo
- Your Full Legal Name
- Your Routing Number
- Your Account Number
Get Your AML Certificate
AML = Anti Money Laundering
The certificate is required by insurance companies as proof you know the warning signs that someone might be laundering money through their life insurance policy.
Start Training Now
Chris Leake is one of the BEST Training/Mentoring/Teaching agents in the Symmetry World. His course is brilliant and will make sure you know what you're doing once you start working!
If You Need Some Inspiration...
Meet Ashton DeLangoLunday
We Want To Meet You!
Every Monday, Weds, and Friday at 10am EST, Jim hosts a SMALL GROUP meet & greet/Q&A with new agents.
5 Agents MAX (often fewer than that) to ensure you can PARTICIPATE.
Meet other new agents, get your questions answered, share your goals, get a plan!
Get on the Meet & Greet Schedule
Need Help?
We're always here if you need help! You'll see us prove that over and over and over again in your career here.