Choate Agency sells life insurance to individuals and families across the United States through licensed agents who work remotely. The agency focuses on mortgage protection, coverage meant to give a family financial security for its home should tragedy strike, along with term life, final expense and retirement income products. It is a partner agency of Symmetry Financial Group, an insurance marketing organization owned by Quility Insurance, through which its agents can offer policies from several insurers rather than one. Agents hold needs-based conversations with families who have requested coverage information and close the sale, while the agency provides back-office support for contracting and case management.
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