Symmetry Financial Group: A Comprehensive Overview
Symmetry Financial Group (SFG) is one of the fastest-growing financial services companies in the United States, specializing in providing life insurance solutions, mortgage protection, retirement strategies, and other financial products. Founded in 2009 by Brandon Ellison, Casey Watkins, and Brian Pope, the company has expanded rapidly due to its unique business model, which combines client-focused services with opportunities for agents to build their own businesses.

SFG operates on the principle of delivering comprehensive insurance solutions to meet the evolving needs of individuals and families, ensuring financial security and peace of mind. Its mission is rooted in helping clients secure their financial futures while also creating an opportunity-rich environment for agents through its dynamic sales platform.
Symmetry Financial Group’s Business Model
Symmetry Group operates under a multi-level marketing (MLM) model, offering both financial products to clients and business opportunities for independent agents. This dual structure allows individuals to either purchase insurance policies directly from SFG agents or become agents themselves, joining the company’s growing network of sales professionals.
What sets SFG apart is its focus on training and mentorship. Agents at Symmetry have access to ongoing support, training, and tools that allow them to excel in selling financial products like life insurance, mortgage protection, final expense insurance, and annuities. For new agents, SFG offers comprehensive programs that teach not only sales techniques but also how to run a successful independent business.
The company’s business model also emphasizes flexibility, allowing agents to create their own schedules and work environments. This has made Symmetry Group particularly appealing to individuals seeking a work-life balance while pursuing entrepreneurial ventures in the insurance industry.
Services Offered by Symmetry Financial Group

Symmetry Group provides a variety of financial services and insurance products designed to protect families and secure their financial futures. These products are sourced from a range of well-known insurance carriers, enabling SFG agents to offer tailored solutions that best meet individual client needs. Some of the key services include:
- Life Insurance: SFG offers several types of life insurance, including term, whole life, and universal life policies. These products are designed to provide financial security to beneficiaries in the event of a policyholder’s death.
- Mortgage Protection Insurance: This product helps homeowners safeguard their mortgage payments in case of unexpected life events, such as death, disability, or illness.
- Final Expense Insurance: Also known as burial insurance, this type of policy helps cover funeral and other end-of-life expenses, easing the financial burden on families during a difficult time.
- Retirement Strategies: Symmetry also provides options for individuals looking to secure their financial future through retirement plans, including annuities and indexed universal life insurance.
Symmetry Financial Group’s Agent Experience
One of the key selling points for prospective agents is Symmetry’s emphasis on a supportive, team-oriented environment. SFG provides comprehensive training and access to a wide range of tools, including marketing systems, client leads, and business development resources. The company’s “Symmetry Financial University” serves as an educational platform where new agents can learn best practices, sales techniques, and leadership skills.
SFG’s focus on mentorship also plays a significant role in agent development. Successful agents often become leaders within the organization, helping to train and guide new recruits. This structure not only fosters personal growth but also contributes to the overall success of the company.
Additionally, agents have access to a diverse range of insurance carriers, enabling them to offer competitive and customized solutions to clients. This diversity of offerings is a major advantage, as agents are not limited to selling products from a single provider, but instead can tailor their recommendations to fit each client’s unique financial situation.
The Culture at Symmetry Financial Group

SFG prides itself on cultivating a strong company culture centered around transparency, collaboration, and personal growth. The company has been recognized multiple times for its employee-friendly environment, including being named one of Entrepreneur’s “Top Company Cultures.” This distinction highlights the supportive and team-oriented culture that Symmetry Goup has developed over the years.
A core part of this culture is the company’s commitment to “work-life balance” and offering agents the freedom to shape their careers. SFG’s emphasis on personal and professional development, alongside flexible work arrangements, makes it an attractive option for individuals looking to build a career in the insurance industry.
Challenges and Criticism

While Symmetry Group has garnered praise for its business model and training programs, the company has also faced criticism due to its MLM structure. Multi-level marketing companies, by nature, rely on recruiting new agents, which can lead to concerns about income stability for agents who are just starting out.
Some critics argue that the income potential for new agents can be challenging, as success in this type of business model often depends on recruiting and selling at a high volume. However, SFG’s extensive training programs aim to mitigate these challenges by equipping agents with the tools and knowledge they need to succeed.
Despite these challenges, many agents report positive experiences with SFG, citing the supportive environment and the opportunity for growth as major advantages.
Frequently Asked Questions
Conclusion
Symmetry Financial Group is a key player in the insurance services industry, offering both financial solutions for clients and entrepreneurial opportunities for agents. With its focus on comprehensive training, mentorship, and a supportive company culture, SFG has built a reputation as a leader in the field. While its multi-level marketing model presents challenges, the company’s commitment to growth, both personal and professional, has allowed it to thrive in a competitive marketplace.
As the financial services landscape continues to evolve, Symmetry Financial Group’s emphasis on flexibility, innovation, and client-centric solutions ensures it will remain a significant force in the industry for years to come. Whether you’re a client seeking protection for your family or an aspiring agent looking for a career opportunity, SFG offers the resources and support needed to succeed.