SMART START PROGRAM

We are proud to announce the introduction of our Smart Start Program for children of our clients. Symmetry Financial Group has released this program for all agents in the Pritchett Agency in order to further our companies’ core value of life in balance. Many families struggle with not only the means but how to prepare financially for their child’s for college years and beyond. Using our partnership with many of the strongest insurance companies in America we are leveraging the cash accumulation of Equity Indexed Universal Life Insurance to provide a tax-free, college fund and lifetime savings for children. This is done through an insurance policy they contribute to whose cash value buildup is indexed to the S&P 500 and participates in its growth yet holds steady during years of loss when the market is in decline, so that the money in the fund does not lose value during those years. This investment like vehicle enables our clients to grow a sizable college savings fund for a low cost, while keeping the market risk of loss out of the equation. The full roll-out of this came as the insurance industry marks September as Insurance Awareness month. This is one product that many people are not aware exists, yet one that could have the most financial impact on people during their lifetime, not just in the event of death or misfortune. One agent who has shared this program with many clients remarked that every single parent who has seen this program has said, “they wish their parents had done something like this for them”. We are excited to be able to assist American families in bring balance back to this part of their lives. Watch our video

 For more information contact:

Edward Pritchett 828-785-1367
Symmetry Financial Smart Start