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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
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
Getting Final Expense Forms

Click on CFG Dignified Choice Final Expense Apps, Forms and Info

Select the state and click next

printing applications
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
application underwriting
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

quoting software
Quoting Software

Click on CFG SafeShield SI Term Premium Calculator

Click on the FE tab

running the quote
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.
quoting software1
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