Columbian Financial Group
CFG Whole Life (Final Expense)
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Product Info
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Additional Training on the arc website: click here
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Download the product guide: click here
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Download the Build Chart: click here
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Download the Medication List: click here
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Download the Medical Questions (this will help you determine what to quote): click here
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Quoting Tools
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Video - click here
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E-App
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How to get your PIN to log in - click here
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How to get into the E-App - click here
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If you're doing your first E-App and don't have an agent number yet, use 511932
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CFG E-App and Voice Signature Process: https://youtu.be/iY_zgdoVuAE
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CFG Telesale Procedure Guide - video on how to do the voice signature process: https://youtu.be/BpEARELBMfE
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Example of a real voice signature: https://youtu.be/PqcDFoGFbDA
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If insured is both owner and payor and no child rider in NC/PA - click here
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If there is a seperate owner or payor and if there is a child rider in NC/PA - click here
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CFG Simplified Issue Term (Mortgage Protection)
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Product Info
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Additional Training on the arc website: click here
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Download the product guide: click here
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Download the Build Chart: click here
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Download the Diabetes guide: click here
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Download the Medication list: click here
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Download the Risk guide: click here
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Quoting Tools
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Video - click here
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E-App
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How to get your PIN to log in - click here
-
How to get into the E-App - click here
-
If you're doing your first E-App and don't have an agent number yet, use 511932
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CFG E-App and Voice Signature Process: https://youtu.be/iY_zgdoVuAE
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CFG Telesale Procedure Guide - video on how to do the voice signature process: https://youtu.be/BpEARELBMfE
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Example of a real voice signature: https://youtu.be/PqcDFoGFbDA
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If insured is both owner and payor and no child rider in NC/PA - click here
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If there is a seperate owner or payor and if there is a child rider in NC/PA - click here
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Other Stuff
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Downloading CFG Paper Apps
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CFG Choice Whole life - click here
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CFG Safeshield Term - click here
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