Is Symmetry Financial Group A Scam? Honest Review From Former Insurance Agent

is symmetry financial group a scam

Welcome to My Symmetry Financial Group Review!

Most people may not fully understand it yet but getting insurance at a younger age is a must. The guaranteed amount you get in case of an accident, critical illness, or death may not fully take away your worry or the grief of your loved ones but it’s a good tool to compensate for your financial loss.

Symmetry Financial Group Review Summary

Name: Symmetry Financial Group


Founders: Brandon Ellison, Casey Watkins, And Brian Pope

Product Type: Multi-Level Marketing

Price: $200 To $300 For The Licenses And Appointment + $50 To $150 For Pre-Licensing + $140 For Errors And Omissions Insurance + Tools

symmetry financial group logo

Quick Summary: Symmetry Financial Group is an insurance organization that offers ways to make money for aspiring insurance agents by selling policies and building a team. It’s legit and has partnered with several insurance providers.
It comes with a promising compensation plan but is this worth your money and time? 

Overall Rating: 4/10

Recommended: Yes... And No

Considering this, some people want to enter finance as insurance agents. The commission and opportunity look promising but does it suit everyone?

Will it help you gain a lucrative income?

More importantly, which insurance company offers the best opportunity and compensation?

There are many insurance companies to begin and we’ll try to tackle one by one; for now, let’s talk about Symmetry Financial Group.

what is symmetry financial group about

What Is Symmetry Financial Group About?

Based in Swannanoa, North Carolina, Symmetry Financial Group is an insurance marketing company that offers financial products and an opportunity to make money online. They have partnered with various insurance providers, such as Transamerica, Mutual Of Omaha, and Foresters.

It’s almost similar to AmeriPlan, American Income Life, and Primerica except that Symmetry Financial Group has various insurance carriers to choose from.

Founded in 2009 by Brandon Ellison, Casey Watkins, and Brian Pope, the brand has received various awards and recognitions, such as the following:

symmetry financial group founders Brandon Ellison, Casey Watkins, And Brian Pope

  • 2017 Inc. 5000 Fastest Growing Companies in America
  • 2017 Inc. 5000 Top Insurance Companies
  • 2017 Inc. 5000 Top NC Companies 
  • Entrepreneur and Culture IQ Large-Sized Companies: The Best Company Culture in 2017

The brand also participated in a couple of philanthropic works, such as the local Make-A-Wish Foundation.

Symmetry Financial Group Product Line

Symmetry Financial Group offers various financial products, such as Mortgage Protection, Term Life, Final Expense, Critical Illness, and Retirement. 

Basically, these are all types of insurance that protect in case of an emergency, death, or illness to a person or a property. 

Many people don’t believe in the benefits of insurance, thinking of it as nothing but a scam. I used to be like that, too but because of research, I finally saw its value.

I’m not talking on behalf of Symmetry Financial Group but insurance per se.

symmetry financial group product line

Perhaps, the reason why most people see it as fraud is that 1.) most insurance agents are persuasive in asking you to get one, and 2.) you’re not fully aware of its importance.

I do understand why most insurance agents are aggressive in making a sale and it’s either they want to help and/or the commission is huge.

However, if you come to think of it, getting insured gives you the peace of mind you need in case of unfortunate events. This is more important if you are the main provider in your family; if anything happens to you, at least your savings won’t be fully consumed or you won’t go into debt.

The only concern here is finding the right insurance company and insurance agent that will assist you even after you get a policy.

Is Symmetry Financial Group A Scam?

The good news is that Symmetry Financial Group is not a scam.

It’s a legit insurance marketing organization that provides legit insurance companies. It has received various recognitions and awards and is accredited by the Better Business Bureau with an A rating.

The opportunity well is not only legitimate; it’s also profitable and I can attest to that. A few months ago, I applied as an insurance agent for a different company and I’ve seen the compensation plan offered by various organizations. It’s big but there’s a catch!

As a multi-level marketing (MLM) company, you can sell their policies but if you want a passive source of income, you have to invite people.

It’s passive in a way where you don’t have to focus on selling insurance as long as you’ve created an empowered team that will do it on your behalf.

As for Symmetry Financial Group, it gained a good rating of 4 stars out of 5 for the opportunity they offered.

Many people loved working here but of course, just like other types of business, it depends on how you work.

My advice is that you learn about the insurance industry first to know if it will suit you or not.

Is Symmetry Financial Group A Pyramid Scheme/Ponzi Scheme?

Symmetry Financial Group is not a pyramid scheme or a scam. It follows an MLM structure mainly because it has a product to sell and make money from; in their case, it’s insurance. There may be recruitment required but the only way to get compensated is when your downline makes a sale, too.

That being said, it’s not a pyramid scheme. 

It won’t also ask you to invest in its program and get a bigger return without doing anything, thus not a Ponzi scheme.

To learn more about Symmetry Financial Group, you can watch the video below:

Here Is My Top Recommendation to Start Highly Profitable Online Business from Comfort Of Your Home

Symmetry Financial Group Compensation Plan

The compensation you will get when you're an insurance agent is different from what you’ll receive when you’re a typical MLM distributor. For instance, members can earn 25% to 35% from retail sales.

An insurance agent’s earnings, on the other hand, depend on the annual premium of their client. As for Symmetry Financial Group, it’s 60% so if your client’s annual premium is $1,000, you’ll have $600 worth of commission.

As mentioned, insurance agents earn big commissions but still, it depends on how they work. It’s important that you fully understand not only what insurance is about but what kind of insurance they’ll get.

Also, each insurance company has its own terms and conditions and that, you have to understand and explain to your clients.

Insurance is still a mystery to many people that’s why you should be committed to your work in the first place. It’s not for the faint hearts because rejections happen most of the time.

As for me, I realized that it’s not for me for personal reasons but I firmly believe in the value of policies.

How Much To Join Symmetry Financial Group?

Like ordinary businesses, becoming an insurance agent and starting your own business comes with a cost.

This includes the licenses and appointment fees that start from $200 up to $300. You also need to pay for pre-licensing, which is around $50 to $150.

There’s also the Errors and Omissions Insurance that you need to handle, and it costs around $140.

This doesn’t include the expenses when you meet your clients, your tools, and other essentials to perform your tasks as an insurance agent.



Promotes Valuable Products

I firmly believe in the importance of insurance and being an agent, I know that you are delivering security and protection to your clients. While not everyone has the same thought for policies, I know in time they will understand it, too.

Legit Insurance Company

While insurance is essential, not everything that claims to say they provide is legal. As for Symmetry Financial Group, they are legitimate and reputable. If you think being an insurance agent is right for you, you might put them on your list of companies to consider.


Challenging Profession

I’ve mentioned being rejected as a financial advisor and by that I mean, a lot! Family members and friends might shut you down immediately after knowing what you are about to offer. And yes, you will offer insurance a lot because it’s rare to find someone who will come to you without you doing anything.

Recruitment Hassle

If you want to grow your commissions or make less effort in selling policies, the key is growing your team. However, this is not an easy task. It takes tons of effort, guts, as well as patience to look for your members. Plus, you have to spend time training them, too.


Learn How I Started Highly Profitable Online Business From Comfort of My Home Following This Blueprint

Training Tools/Support

As an agent of Symmetry Financial Group, you will get training and the resources you need to grow your business and learn about your products from the company itself and your mentor or upline.

Final Opinion/Verdict

Overall, I like the fact that Symmetry Financial Group is legit. It’s received various recognitions and has partnered with over 10 insurance providers so you can choose the ones that suit your client’s needs.

It’s legit and has been in the industry for a good number of years, offering a decent compensation plan to its agents.

The challenge, however, is the job itself. 

It’s not easy to offer something that most people don’t believe in; even your family and friends might reject you at some point.

Unless you think this program is not for you, it’s best to choose a better alternative such as the one below.

What's Next?

If you’re interested to make money with the hassle of recruitment and rejection, I suggest that you join our top-recommended program now.

Sign up and have access to the following tools and support you need, such as:

  • A proven strategy to work smart and earn a lot (literally)
  • Step-by-step guidance
  • Best possible support including your own training coach
  • Lots of training resources
  • My personal help 
  • And so much more!

I hope this Symmetry Financial Group has enlightened you. If you have questions or clarifications, please feel free to share them below.

Do You Want to Work With Me & My Team Personally To Launch You An Online Business Together?

Caroline So

I'm a stay-at-home mom always on the lookout for ways on how to make LEGITIMATE money online. I also love to write; when not working as a content writer, I create blogs about skincare, makeup, motherhood, and digital marketing. I joined Vasiliy as a writer for Best Lifetime Income blog.

Click Here to Leave a Comment Below

Leave a Reply: