Consolidated Financial Corporation
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Getting Started…

Getting started is easy!!!

  1. Obtain the “licensing and product guide” from CFC office.
    1. Variable Annuities Broker/Dealer Selling Agreement
    2. Variable Annuities Appointment with variable companies through your Broker/ Dealer
    3. Fixed Annuities Appointment paperwork for Insurance Companies
  2. Return appointment paperwork as directed in the licensing guide
  3. Once your appointments are approved, you are ready to submit business.

NOTE: Once you are appointed, you will receive instructions/passwords to utilize websites to obtain product information, applications, and brochures and even track your submitted/pending business.

 

 
 
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