Time To Review %~fname~'s||Your% Policy!
Changes in underwriting identified your policy as meeting the criteria for a complimentary policy review!
Policy Reviews are just one of the benefits of working with Symmetry Financial Group Agents! All of our agents turn their existing customers over to the Customer Servicing Team to identify clients that could benefit!
The sole focus of our entire Policy Review team is focused on our existing customers to find ways to:
- Save You Money!
- Lower Your Premium!
- Combine Your Policies
- Keep In Touch With Our Customers
- Provide The Highest Level Of Service Possible!
Why Did We Reach Out?
Our Agent Services Team dug into your policy - you're due for a review!
Original Agent: %~orginal_agent~||Checking our database...%
Existing Carrier: %~carrier~||Checking our database...%
Existing Policy: %~policy_number~||Checking our database...%
Premium: %$~premium~||Checking our database...%
Issued On: %~issue_date~||Checking our database...%
Why You're Receiving A Complimentary
Policy Review
You are an existing customer, because you signed a %~carrier~||% policy with us %on ~issue_date~||a few years back%.
That is longer than we typically wait to perform our customer's policy reviews - so we appreciate a prompt response.
Because of that, and our dedication to offering the most protection at the most affordable rate, we go through every single policy we manage and constantly look for the most current rates. We only need a few more things to confirm that you could save money each month on your existing policy - and maintain your level of coverage.
What You’ll Do Before The Policy Review
We need confirmation on a few preliminary questions to confirm our estimates to save you money are correct. You can answer these without talking to anyone.
What Happens During The Policy Review
We confirm your answers and you can get a new policy. Roughly 50% of people going through the policy end with a more stable financial future.
What Changes After The Policy Review
The carriers are updated with your new premium amounts and you get the benefit of our Customer Servicing Agents looking to get you the best deal!
How Luke + Gia Benefitted From Reviewing Their Policy
Additional Money Spent Each Month: NONE!
Debt Free in 7.8 years
Over $2,229,020 projected for retirement
Debts eliminated with Debt Free Life
Mortgage - $305,235
Auto Loan - $33,439
RV Loan - $57,873
Total - $396,547
How We've Helped Tons Of People
With Our Policy Review Calls
Read about these people Symmetry Financial Group has assisted in recapturing their financial stability.
MARTHA JONES
Age: 29
Caroline and her partner are both 29. They are non-smokers.
- Coverage: $100,000
- Term: 20 Years
- Rate: $14/month
After policy review, Caroline's payment came down to less than .50/day after our Customer Servicing Agent's identified a better insurance solution.
SHAWN PARKER
Age: 32
He’s 32 and recently married with a child on the way.
- Coverage: $100,000
- Term: 30 Years
- Rate: $22/month
Jerry's new family is obviously looking at every dollar to make it work - after his policy review, the Customer Service Team found him the same coverage, for less.
JESSICA SANDERS
Age: 40
He’s 40, has three children and outstanding debts.
- Coverage: $150,000
- Term: 15 Years
- Rate: $23/month
Even with 3 kids and existing debts and liabilities - a quick review by our Customer Servicing Agents reduced his premium to $23/mo.
What Are You Waiting For? Let’s Review Your Policy Today To See
Core Values
Our eight core values are the
driving force behind everything we do.
Core Values
Our eight core values are the
driving force behind everything we do.
Core Values
Our eight core values are the
driving force behind everything we do.
CONTACT US
Symmetry Financial Group
204 Whitson Avenue Suite 2C
Swannanoa, NC 28778
Toll Free: (877) 285-5402
Phone: (828) 581-0475
Fax: (828) 581-0476
DEBT FREE LIFE
Learn more about Symmetry Financial Group’s Debt Free Life program, which can help you get out of debt in nine years or less without spending any additional money.
