A Season of Gratitude With Life Insurance

Nov. 24, 2021

The fall season is a great time to express gratitude for your health, your family or having a life insurance policy that protects those you love most. To that end, as an insurance agent, November is an ideal time to discuss insurance solutions with new and existing clients. In between spoonfuls of cranberry sauce and warm slices of pumpkin pie, your clients can add a new life insurance policy to their list of gratitudes. There is no price tag for the peace of mind that comes with protecting what you’re most thankful for.

At Symmetry , we offer life insurance solutions that cover all of life’s milestones, and now is the perfect time to show your clients how life insurance can protect their loved ones. Consider showcasing products like mortgage protection, final expense insurance and Debt Free Life this fall season.

Give thanks for coverage

There are several reasons to be thankful for life insurance. This November, relay those reasons to your clients from the perspective of gratitude for the things they cherish. That might be safeguarding the roof over their heads with mortgage protection insurance, saving their loved ones from financial burden when they die with term life insurance or a life insurance policy that could help them eliminate their debt with Debt Free Life.

For every financial burden there is an insurance solution that can help. If your client is dealing with debt that’s stopping them from achieving financial freedom, you can offer them Symmetry’s Debt Free Life solution which uses the cash value of a life insurance policy to pay down debts. If your client is concerned with their mortgage payments if they were no longer around to help with the bills, you can introduce them to mortgage protection. If your client’s primary concern is alleviating the burden of funeral costs, they’ll be grateful to learn about purchasing a final expense policy.

Regardless of their needs, there is a life insurance solution that can help give your client some peace of mind while they’re enjoying a piece of pie.

Term + Perm

Identifying what your clients need in terms of coverage goes a long way in securing them the best-fit policy. Your first step is to help your clients establish if they’re looking for coverage over a specific period of years or something that will protect them and their loved ones for the rest of their lives.

Some clients might be hoping to find a cheaper policy that they’re essentially renting for a specific number of years. They’ll be grateful when you find them a cheap policy that meets those needs, and you might even help them convert that policy to a permanent policy if they decide to extend that protection later on.

If your client prefers lifelong coverage, they will be thankful you’re able to find them the perfect permanent life insurance policy that doesn’t come with an expiration date. Both forms of life insurance will help your clients protect the things that matter most to them.

Debt Free Life

Debt Free Life is an insurance solution that will help your clients pay off debt this November. This insurance solution is designed to help your clients tackle any personal debt and achieve financial wellness. What’s more, this form of life insurance can help your client save for retirement while they pay off their debt.

This product works by leveraging the cash value of an insurance policy to systematically chisel away each of your client’s debts. Whether they’re dealing with the burden of student loans or credit card debt, this insurance solution will help your client achieve a debt-free life without spending more money than they already are!

This type of coverage is the perfect insurance solution for anyone concerned about eliminating debt while saving for retirement . Debt Free Life is another excellent way to help your clients have more to be grateful for this season.

Mortgage Protection

Another product to consider discussing with your new and existing clients is mortgage protection insurance. Mortgage protection acts as a term life insurance policy designed to protect your client’s mortgage payments if something were to happen to them. If your client was unable to continue making mortgage payments due to death or disability, this policy would kick in and begin making payments instead.

With this policy, your client will be thankful that their mortgage payments are protected. As a result, the burden of paying off their home will not fall to your client’s loved ones in the event of a critical illness, disability or death. Your clients will be thankful for the peace of mind that comes with knowing their family’s home is secure no matter what the future has in store.

Final Expense

Another life insurance solution you can offer your clients this November is final expense insurance . This form of whole life insurance is designed to help your family cover any end-of-life costs like burial, cremation or funeral expenses. Often, these are purchases that families forget to plan for, which can result in financial stress in what is already a difficult time for your client’s loved ones.

Talking to your clients about a final expense policy is a great way to help alleviate any stress they might have about leaving their loved ones with the burden of funeral costs. With a final expense policy, your clients will be thankful that they can help eliminate that burden for their families.

Spread gratitude with Symmetry Financial Group

At Symmetry, we believe in providing our clients with a unique buying experience that leaves them thankful for the protection of what’s most important in their lives. In this season of gratitude, your clients won’t need a wishbone to find the protection they need; that’s where you come in!

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .


Would You Like to Request a Quote?
Please fill out the short form so we can provide you with the policy options to best match your coverage and financial needs.
Request a Quote