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Columbian Financial Group

Columbian Financial Group. Go to www.naaleads.com Log in and click on Carriers Select Columbian Financial Group. Access training material by clicking on the product on the page . Getting Final Expense Forms. Click on CFG Dignified Choice Final Expense Apps, Forms and Info.

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Columbian Financial Group

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  1. Columbian Financial Group Go to www.naaleads.com Log in and click on Carriers Select Columbian Financial Group Access training material by clicking on the product on the page

  2. Getting Final Expense Forms Click on CFG Dignified Choice Final Expense Apps, Forms and Info Select the state and click next

  3. Printing Applications • Print the New Business Checklist • Select Base Application • Open and Save to your computer • You can also download materials and supplies from this website • CFG requires a phone interview make sure to get this information

  4. Application - Underwriting The Application has questions on the application that tells you if you they are eligible for the coverage and if which product with CFG to write Don’t forget the phone interview Send all business to 1214 Turrentine St. Burlington, NC 27215

  5. Quoting Software Click on CFG SafeShield SI Term Premium Calculator Click on the FE tab

  6. Running the Quote Select: State: State they live in Sex: Male or Female Issue Age: How old are they Tobacco Class: Smoker or Non Smoker Premium Mode: Monthly EFT Face Amount: How much insurance Riders: select the ones they want • You choose Classic I or Classic II based off of the application • It will show you how much the premium is for both • To get the quoting software on your phone go to this link https://www.naaleads.com/pdf/CFG/cfg%20final%20expense%20calculator%20for%20smart%20phones.docx?v=20140905 and follow the steps.

  7. Quoting Software At the bottom of the quoting Software it will have the policy and rider limits. The quoting software will not allow you to input wrong information

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