Anyone Familiar W/Symmetry Financial Group?

[GrassisGreener8]

I get that 95% of agents do not understand ir even know about this strategy. I'd even estimate that it is 98%. What I do not understand us why "sell" the strategy to other agents rather than spread the word?

The problem with you in particular is you have a grand total of 22 forum posts and you're here with an offer/recruiting pitch. That doesn't do anything to earn you credibility here.

How is that a problem? You keep asking me about Infinite banking, do you realize that its not just the concept of banking its the concept of snow balling debt to over fund a policy. Its not an easy product to do two sound bites on. @DayTimer how many have you sold? The concept is one thing but the software to show a complete road map for the client, and execution is another.

That is why on my agency of 70 only 5 agents are certified to sell it. Its not as easy as showing three rates. It takes time and effort. Not a sit down type of close or door knock.

Also what difference does it make that I have 22 comments. What does that mean? Again, I'm not here to get people on my team trust me, most insurance agents don't make it past 3-4 months. The headline of this entire thread is "Anyone Familiar with Symmetry," Yes I happend to be contracted with them and have to tell you they are the most legit company I've seen. I don't do any recruiting here, I do warm market and zip recruiter. Keep this in mind and what I tell my agents and agency owners:

"Professionals Sort, Rookies convince."

 

[DayTimer]

Also what difference does it make that I have 22 comments.

I'm pretty sure the forum had a term of serrvice that required 100 posts prior to attempting to recruit or make offers. Perhaps that has changed.

"Professionals Sort, Rookies convince."

No argument on this.

they are the most legit company

LOL Of all the companies in all the world, Symmetry is "most legit" of them all lol ...

I do not think you are following anything I am saying but are simply reacting without thinking. Good night. You too may join knobby on the list of they who shall not be seen by me.

 

[DayTimer]

The concept is one thing but the software to show a complete road map for the client, and execution is another.

This isn't a new concept. It is not a proprietary concept. It is a properly funded whole life contract and it has been in existence longer than the tax code. Other than the legal requirements of an illustration, software is not needed to explain or execute. A yellow pad and an open mind are all that is required. I'd like to hear @DHK's take on this.

 

[DHK]

This isn't a new concept. It is not a proprietary concept. It is a properly funded whole life contract and it has been in existence longer than the tax code. Other than the legal requirements of an illustration, software is not needed to explain or execute. A yellow pad and an open mind are all that is required. I'd like to hear @DHK's take on this.

Listen to John Savage at 26:08.


This is what he said:

"There is no one way. I don't use computers. You've got to get it in a quick position. You gotta solve it YOUR way. We all have a compass within us."

Now, some people need "training wheels" until they know how it all works - regardless of software. That's one of the good things about these packages - it's a track to run on.

After the mastery is attained, if you want to use software - go for it. As long as the software is creating a more unique experience for both the agent and the client.

I will say this - most people who got involved with the Circle of Wealth eventually no longer use the software itself. They know the concepts and the math behind them, and they just use a yellow pad. Two prominent producers I've seen who "graduated" from using software are Tom Love and Phil Cavender.

Since I'm not a fan of software (it creates more analytical tendencies in the minds of prospects to try to understand everything on the screen), the Insurance Pro Shop also teaches many of these concepts and only uses software (Excel & Word documents) when creating the 2-3 page summary for the close. Everything else is on a yellow pad.

Just my thoughts.

But if you like using software - use it.

 

[DayTimer]

But if you like using software - use it.

I agree. My beef is with those who insist that it must be done with software. And of course, Circle of Wealth, Leap, Wealth Building Cornerstones all use these concepts and are newer than Facebook, right?

 

[DHK]

LEAP is nearly 40 years old.
Circle of Wealth is over 25 years old.
WBC is between 5-10 years old.
IPS since 1999.

Facebook was established in 2004, so the newest of these iterations is WBC (that you listed).

Everything else is really a variation on a theme, just a different story to tell.

What's interesting is that Don Blanton has it right - you can't copyright math (which was a court determination when LEAP kept suing MoneyTrax).

It's really all about the style of communication being used and how effectively the prospect is understanding what is being discussed.

 

[DHK]

Let's put it this way: John Savage mastered the "yellow pad" sale. In his book "High Touch Selling" on page 8, he estimated that his insurance income would be $500,000 - of which 1/5th ($100k) would be from renewals... in 1985 (the year the book was published).

Let me give you some perspective on some of the numbers John Savage talks about regarding production. If you look up Ben Feldman on Wikipedia, there is an article referencing the Toledo Blade newspaper on November 8th, 1985. It talks about MDRT requirements.

MDRT: $28,000 in commissions
MDRT Top of the Table: $163,000 in commissions

Since $400,000 (not including renewals) is 2.45 TIMES MDRT Top of the Table... let's just use 2019 numbers:

MDRT Top of the Table: $576,000 x 2.45 = $1,411,200 not assuming doing anything differently, except keeping the same spread over the current requirements.

The guy was a master.

For me personally, he's one to emulate, and I look for teachers and concepts that I can use that will help me along that path. That doesn't mean I don't want some kind of computerization, but I'll use it on an "as needed" basis, or for better documentation for the file.

 

[DayTimer]

you can't copyright math

2+2=4©

 

[GrassisGreener8]

awesome! Thanks for the input gentlemen! I have to use the software I purchased it.. All good. God Bless each and everyone of you.

 

[DayTimer]

Now, some people need "training wheels" until they know how it all works - regardless of software ... I will say this - most people who got involved with the Circle of Wealth eventually no longer use the software itself. They know the concepts and the math behind them, and they just use a yellow pad. Two prominent producers I've seen who "graduated" from using software are Tom Love and Phil Cavender.

One of the benefits of working with Tom Love on these cases has been that he shows the math behind the concepts. Working with the concepts and the math this becomes a legal pad sale - not a spreadsheet sale nor an illustration sale.

In fact, one of the things I've learned is to do is to be able to run an illustration "in my head" to show the year ten values.