Quoting Resources

Quoting Tools & Resources

General Guidelines

When you first begin to run appointments, choose one or two companies to run with (most managers choose Columbian Financial Group and/or Foresters). For most of your initial business, a plan from one of these companies will be great for your client (remember to check plan with your agent mentor via telephone after you have gathered your client’s health/financial/legal history while you are in their home or virtual appointment).

Product Grids

Final Expense Grid

Mortgage Term Grid

Product Pocket Guide


Additional Resources


Height/Weight charts by carrier

Build Charts

Medication Lists by carrier

Medication Lists


Basic Quoting Tools

Foresters Calculator

Mutual of Omaha for Apple

Mutual of Omaha for Google

Final Expense (Password alliance)

CFG Final Expense for Apple

CFG Final Expense for Google

Simplified Issue Term (Password cfgsit)

CFG Safeshield Term for Apple

CFG Safeshield Term for Google

GWIC mobile quotes