Case Management
Our case managers will assist you placing more cases by providing support with illustrations, selecting the most favorable underwriting, and researching your advanced sales questions. This allows you to focus on your business needs and not spend time updating or programming numerous illustration software, contacting underwriters and reviewing numerous product offerings. Need help with an advanced case? Our case managers are available to answer your questions, or even meet jointly with you and your client to help you place those large cases.

Pending Tracking
Our agency management system automatically tracks and updates requirements on your business daily - in some cases, even hourly. As your second set of eyes, we reduce delays when additional requirements are ordered. Our system of tracking connects us directly with the new business departments of all our carriers to insure prompt processing of your application.

Marketing Materials
Rather than deciding how to present a complex sales idea to a client, contact us to get access to a wealth of materials from brochures, to ads, to Power Point presentations. These professional grade materials can be custom designed to identify you or your sales organization. Put your time and talents into the presentation of the materials, rather than spending time searching multiple company websites to find the piece that will work for you.

Website
Log on to www.cfg4u.com to check our featured annuity rates, request quotes and contracting, and get real-time status information on the availability of our case managers. Read our case manager bios and discover their niche case design specialties.

Webinar/Seminar Training Sessions
Our seminars are designed with up to date CE courses and new product information that is relevant to the active producer. Every week we’ll supply you with a new, innovative sales idea, completely prepackaged for your use. After a brief webinar training session, you’ll have everything you need to simply call your client and make the sale!