Forms & Resources

CFS Forms

• CFS Illustration Request Form
• CFS Informal Inquiry & HIPAA
• CFS Nondisclosure Agreement

CFS One Page Flyers

• Asset Backed Insurance Lending (ABIL)
• Wealth Succession Planning (ABIL)
• Income Generation (ABIL)
• Gift That Gives Back
• Charitable Income Generation
• Ultimate Endowment (ABIL)
• Life Settlements

Annuity Purchase Program

• APP Overview – short video
• APP Case Study
• APP Quick Quote

Life Settlements

• CFS Life Settlements One Page Flier
• CFS Life Settlement Process
• CFS Life Settlement Checklist
• CFS Quick Quote

Case Studies

• Individual Estate Planning
• ABIL with Cash Stream
• Family Trust Revitalization
• Multi-Generational Wealth Transfer
• Life Settlement