Columbian Financial GroupGo to www.naaleads.comLog in and click on CarriersSelect Columbian

Financial Group

Access training material by clicking on the product on the page

Getting Forms

Click on CFG SafeShield SI Term Apps, Forms and Info

Select the correct state and click next

Printing Forms

Print off the new business Checklist

Print the application and Replacement form.

Go ahead and print a application for policy changes part 1 and reinstatement application just in case you need it later

You can also access ratebooks to do quotes by hand or you can use the NAA calculator which is an excel sheet

Underwriting requirements for the product can also be accessed here

SIT Height-Weight ChartSIT Unacceptable Risks

Underwriting

For SIT underwriting click on the Unacceptable Risk

This will provide you a list of what is approved for the product

Quoting Software

For Quoting Software click on NAA Calculator

Click on the SIT tab

To get the safeshield calculator on your smart phone send a email request to safeshieldcalc@cfglife.com . They will email you a link back.

Running the Quote

It will show you the monthly PremiumIt will also show how much they are

getting back at the end of the term

Select: Issue State: where ever they livePlan Type: 100% money back, 50% or 0 BackLevel Premium Period: 30, 20, or 15 yearsIssue Age: How old they areTobacco Class: Smoker or non smokerPremium Mode: Monthly EFTRiders: whichever they choose