Q:

Where do I get Error & Omissions Coverage (E&O)?

A:

Symmetry recommends that you sign up for your E&O coverage by clicking here:

https://www.calsurance.com/sfglife

Once you have a copy of your E&O certificate, please email that to your Agency Owner.

Q:

I need to change the bank account for carrier commission deposits. What do I next?

A:

CLICK HERE for a blank EFT form for you to fill out. Submit this to your Agency Owner so that they can submit it to SFG Corporate Contracting. This will apply to any future carrier contracting. 

For the carriers that you are already contracted with, you will need to contact their Commission Departments directly and check to see what they need. Each one is a little bit different and have different forms. When filling out their forms, send them directly back to them, not to your Agency Owners.

Q:

How do I complete annuity training with National Life Group before being
appointed?

A:

Unfortunately, NLG does not allow pre-appointment. However, in order to write your first piece of business with NLG and get contracted with them, you will have to complete your NLG Annuity Training. Click this link to register and complete your NLG Annuity Training.

Follow the instructions and once you complete your annuity training, you will be able to submit your first NLG application into OPT. 

Q:

I’m missing my SFGlife.com Login Credentials. What do I do?

A:

To help you locate your SFGlife.com credentials, please search your email for the email address 'support@sfglife.com' and the subject line 'Welcome to Symmetry Financial Group!'. If nothing pops up, try searching your spam. 

If you can't find anything, we will have the system generate a new login to be sent, so please let your Agency Owner know.

Q:

How do I sign up for Virtual Mentor?

A:

To sign up for VM, click on this link, http://virtualmentor.sfglife.com, and click on 'Create An Account'. Once you've created an account, your Agency Owner will receive an email notification and approve your account.