Training Calls
All Times are EST – Eastern Standard Time
BFI Training Call:
Day: Wednesday
Time: 11am
Phone #: 805-309-2350
Code: 227569#
reminders on BFI GroupMe Texting
Posting Weekly Numbers or Updates
Email to: BFInumber@BFILife.com
When: As soon as you are done working for the week, by Saturday 10:00pm your time
Include: # of F2F, # of Sales, Total AP$ & # of CFG Apps along with any questions, training needed, or suggestions
If you are a new agent and haven’t started in the field yet, be sure to send weekly updates
Include: update on what you have completed in the week and what you plan to work on the next week along with your tentative date you plan to be in the field working & any questions, training needed, & suggestions
Lead Resources
Under Construction
Helpful Links
Vector-One Email: help@vector-one.com
Vector-One Phone # 1-800-851-8559
Inspirational:
Navy Admiral William H McRaven Commencement Speech
Contracts – Email completed contract along with State License(s), Voided Check, AML Completion Certificate, E&O Insurance to: LauraBarlow@BFILife.com Beth@ascfinalexpense.com
Foresters Contract
CFG Contract
Mutual of Omaha Contract
Presentation & Training Material
BFI Presentation
Personalized Presentation
Recording over BFI Presentation Pages
Brent’s Door Knocking Script
Brent’s Phone Script
How Phone Script is Used
How to Fact Find
How to Fact Find II
How to Fact Find III
Company Info:
CVS Accendo – Integrity
CVS Accendo Training Video
(SNL) Security National Life
SNL FE Agent Manual
SNL Rate Calculator
(CFG) Columbian Financial Group
CFG Updates & Training on FE Plans
CFG SIT Risk Qualifier & POS
CFG SIT – Get Started
Final Expense Video Training:
CFG Dr & RX Requirements
CFG Agent Ref Guide
CFG Underwriting Guidelines
Updated & Liberalized Male & Female Height & Weight Chart – May 8, 2017
CFG Sample Application
CFG Application Tips
CFG POS Test Case
CFG E-App Disclosure Documents
CFG Brochure
CFG Graded Benefit Rules
CFG GCR Guide
CFG GCR Flyer
CFG GCR App
(AML) American Memorial Life / Assurant
AML Contacts
AML Agent Ref Manual
AML Premium Calc Link
AML Sample App
AML Quick Ref Child-Grandchild Voucher
AML Child Grandchild VoucherAML
AML Assurant Planner Book
AGI/Global Atlantic – Pre-Need Product
Requirement for Global Atlantic new agent 110%
Global Atlantic Contracting Instructions Package
Agent Contract
