Are you ready to join a winning team? Want to learn more about becoming a producer with Columbus Life? Your success could be just a few clicks away!
Columbus Life offers independent producers the tools they need to build their own businesses. We offer client appreciation kits, sales concept kits, a marketing to women program, a library of sales ideas that can be used with clients, a practice management assessment, and much more. All of these valuable tools can be combined to help you run your business, create client appreciation seminars and programs, and even conquer a new market.
Capital Transfer Program
Capital Transfer is simple — maximizing your client’s gift to beneficiaries through life insurance. Your clients want to leave money to the next generation, and you can help them increase their gift using this concept. Columbus Life’s Capital Transfer program is a comprehensive package including everything you need to build your practice and serve your clients:- Flexible, competitive product options designed to meet varied client needs
- In-depth target market research to help you better understand the demographics and psychographics of the Capital Transfer marketplace
- Complete marketing system with consumer-oriented prospecting, point-of-sale and promotional material
- Educational programs on the Capital Transfer concept for producers, including regional universities and online training
- Knowledgeable and responsive team dedicated to assisting you with Capital Transfer questions and needs – from marketing ideas and case design to application submission and follow-up.
Find out more about Capital Transfer.
Advanced Markets Insights
A library of one-page sales ideas on a variety of financial planning concepts that can be shared with clients. These are great for client newsletter content!
Online Resources
2012 Tax Reference Sheet [PDF]