Broker Check

Our Process

At CFG Brokerage Network, we focus on helping advisors bring their clients through a planning process to determine the appropriate solution. Through each phase of implementation we will be there to help you support and provide your clients with a first-class experience.

1. Listen

After understanding your objectives, we collaborate to outline the appropriate steps and material needed to design the best possible solution.

2. Help

We help identify opportunities and provide fact finder support through our experience in certain markets and product lines.

3. Analyze

Through analyzing potential options, we offer up product alternatives and competitive analysis.

4. Design

We design the appropriate solutions and take care of case design packaging, illustration support, business valuations, and legal analysis.

5. Implement

Collaborate with our team of experts to implement the decided solution by implementing in-field advanced sales and product specialist support.

6. Serve

Provide our brokers ongoing service by helping manage their book of business, analyze potential opportunities, and support adjustments when needed.