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2. Initial Training

Phase 1P-Orientation


Things to know before you get started. This course and subsequent courses assume that agent has obtained their state insurance license.

  • The History of Symmetry Financial Group
  • Core Values of SFG
  • SFG Agent Handbook
  • Documents to Print
  • Conference Call Schedule-Create Calendar Reminders
  • Why Go to National Conference
  • National Conference Registration
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever