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Colorado Bankers Services Insurance (CBS) is one of the nation's most committed providers of critical illness, accident, final expense & a wide variety of other exceptional products.
CBS distributes products through a National Brokerage network of individual life/health agents that specialize in individual & small group sales. Individual insurance benefit programs have been, and continue to be, Colorado Bankers Service’s specialty.
With a marketing & administration office committed to your success, we go the extra mile to ensure your questions are answered and your portfolio is complete. Our office is made up of Licensed Life & Health Professionals. How can someone who hasn't been on the road explain the sales techniques of our unique product line?
As agents, we understand the importance of The Best Products, Short Form Applications, Jet Issue, High Advances and the ability to get your questions answered in a timely manner.
Colorado Bankers Services is committed to agent & client services. When you call our office be ready to speak with a live voice and remember, “We work for you”. We look forward to earning your business!
NEWS & ANNOUNCEMENTS
PAYCHECK PROTECTION PLUS SUSPENDED IN GA & WA
CHANGES TO APPLICATION AMENDMENT PROCESS
WHY SHOULD YOU PARTNER AS AN AGENT WITH US?
AS AGENTS, WE UNDERSTAND THE IMPORTANCE OF THE BEST PRODUCTS. SHORT FORM APPLICATION, JET ISSUES, HIGH ADVANCES AND THE ABILITY TO GET YOUR QUESTIONS ANSWERED IN A TIMELY MANNER.
Employee Bios
JIM JORDAN, JR.
James E Jordan Jr. is the President of Colorado Bankers Services. He has been a licensed insurance professional for more than 18 years. He currently holds life and health licenses in over 30 states. He started his career selling health insurance and working his way to managing and training a large health agency. For the last 16 years Jim has specialized in developing and marketing supplemental insurance products including critical illness insurance. He was one of the very first individual critical illness salespeople on the street and sold over 300 policies in less than 3 months. At that time he knew that CI was for the masses. He has since designed, built and marketed critical illness insurance to tens of thousands of clients. He is also a captivating public speaker that has taken part in countless events to further the cause for CI insurance. He currently owns and operates a very large and successful agency with his brother J.R. Jordan. Together they have recruited and trained 1000’s of agents nationwide to market critical illness and other supplemental insurance plans. Jim has been a member of the President’s Advisory Council (2001-2004) for CBL/Dearborn National..
J.R. JORDAN
J.R. Jordan is the Senior Vice President of Colorado Bankers Services. For over 14 years he has focused all of his efforts in the ancillary product market, specifically critical illness & accident Insurance. Along with his brother and late father he has been a key player in bringing critical illness Insurance to the marketplace and has provided education, marketing tools/tips and training to thousands of agents nationwide. He is also a Nationally Acclaimed Certified Public Speaker and travels the nation conducting seminars and symposiums on cross selling and how to make an amazing living while embracing healthcare reform. In addition, J.R. was recently appointed to the Board of Directors for the National Association of Critical Illness Insurance! You can follow him on twitter at www.twitter.com/jrjtalker to see where he will be speaking next!
L.J. JORDAN
L.J. (Lori Jordan) grew up in Florida and graduated with a Bachelors in Arts & Sciences from the Florida State University in 1992. She majored in Psychology with a minor in Communications. She currently holds a life and health insurance license that she has had for 17 years. She resides in Phoenix, Arizona where she has been for the past 18 years. She watched her father (James Eric Jordan Sr.) build a long and successful career in the insurance industry and has been working on and off for Colorado Bankers Services for 7 years. She is currently the Director for Agent Services for CBS and handles new business submission, agent issues and concerns, training etc.
LAURIE LUNSFORD
Laurie Lunsford was born and raised in Arizona where she lives with her husband of 9 years and her beautiful daughter Nikole who is 8. Laurie has worked for Colorado Bankers Services for the past 6 years. Laurie started out processing new business then went to contracting. She is currently the active Office Manager.
Contact
Marketing/ Administration
J.R. Jordan - jrjordan@cbsinsurance.net
Marketing
James E. Jordan, Jr. - jjordan@cbsinsurance.net
Licensing / Commissions
Laurie Lunsford - llunsford@cbsinsurance.net
Agent Services / New Business
LJ Jordan - leo@cbsinsurance.net
Agent Services
Linda VanVranken- lvanvranken@cbsinsurance.net
Critical Illness
Timber Ridge Lifestyle Protector with Critical Illness Plan
A living benefits insurance policy... A plan to live by. Critical illness insurance is designed to help people through the financial challenges associated with survival of a critical illness.
- CRITICAL ILLNESS PRODUCT APPROVAL LIST
- UNDERWRITING GUIDELINES - CRITICAL ILLNESS
- TRS BROCHURES
- MA & PA, NJ, , ALL OTHER STATES brochures and forms may vary by state. Brochures for each state are provided when you pick a particular state from our drop down menu above.
- UNDERWRITING GUIDES AND RATES, EVEN FACE AMOUNT RATES UP TO $250,000
- INSURABLE INTEREST GUIDELINES
- FAMILY RIDER RATE GUIDE(not approved in all states, see product approval list)
- ADDITIONAL BENEFIT RIDER RATES FOR THE FOLLOWING STATES:
FL, HI, ME, MD, MA, MN, NJ, OR, PA, UT, WA ADDITIONAL BENEFIT RIDER is offered to family add on’s in states that do not offer the FAMILY RIDER.
Accident
VBA 24 hour Accident Coverage
$15K, $20K, and $25K
NEA Membership
NEA Membership Includes CallMD, The EBC Discount Program & Much More! Learn More
AHIR Membership
Association membership is guaranteed. There are no health questions and no underwriting or waiting periods. $2,500, $5,000, $7,500, and $10,000 benefit plans Learn More
Limited Medical
Value Med Plan
Benefits are paid directly to you.
Value Plans State Approvals List
Value Med Training Manual
* Plans, benefits, rates, exclusions and limitations vary by state. * For state specific information, please go to Link: http://www.gacquote.com/valuemed_index.php
Dental
Benefits, forms and rates may vary by state. Call CBS or GAC for state specific supplies.
State Approval Chart (click here)
TWO United Dental Vision Lead Programs (click here)
Contact 800-366-2467 ext 132 and erik@generalagentcenter.com
Plans, benefits, rates, exclusions and limitations vary by state. For state specific information, please go to Link: http://www.gacquote.com/utcdental
Disability
Paycheck Protection Plus
Goes to work when you can't.
Final Expense
Preferred Golden Protector
Whole life insurance protection to cover you & your family.
Term
Easy Term Life Insurance
Insurance if you need it, assurance if you don't.
Sell Online
CRITICAL ILLNESS SALES
To Sell the Critical Illness online please call 888-455-7462 for a link to sign up or email leo@cbsinsurance.net
CRITICAL ILLNESS ONLINE SUBMISSION TRAINING MANUAL
Online Back Office Training Guide click here
"CLICKWRAP" INSTRUCTIONS
ACCIDENT SALESTo sell the VBA, NEA or AHIR Accident plans, Value Med Plan, Dental & Vision or our other Value Plans Please click Here
For Info on how to register for GAC Quote click here
Agent Training
Field News
Dear All Colorado Bankers Services Agents,
At CBS Insurance/Colorado Bankers Services we provide advances to qualified agents. Advances are a privilege that we like to extend to our agent’s. In order to justify those advances we look at your Quality Business Index (QBI). If your QBI is not up to company standards we reserve the right to reduce or eliminate your advances. Please see the below example as this may qualify an agent for a 6 month advance.
Example:
*Advances are based on Credit, Vector Status, Character, Business Model and are the sole discretion of CBS Insurance/Colorado Bankers Services and any and all affiliates.
Sales Tools
Underwriting Guidelines - Critical Illness
Critical Illness Training Guide
TRS PowerPoint Presentation
The Eight
Product Approval List - Timber Ridge/LSP Critical Illness
AML Course Info
Articles
Covering Your Bases with the Three Best Products
By J.R. Jordan
From the November 2011 issue of Agent’s Sales Journal
Succession Planning: Step-by-Step
How to build a solid future for your business
By Nichole Morford
Published 8/29/2011
Health Agents: Your Recipe for Success
By J.R. Jordan
Published 8/4/2011
Fighting Low Commissions
How packaging the right products can save your business
By Nichole Morford
Published 6/30/2011
Picking Up the Pieces
Why cross-selling can be the modern agent’s sales savior
By J.R. Jordan
Published 6/1/2011
Critical Illness: 3 Producers, 1 Product
CI offers a logical benefit with a low price tag — so why aren’t you selling it?
By Christina Pellett
Published 3/31/2011
Cancer Insurance: Do Car Dealerships Sell Hubcap Insurance?
By J.R. Jordan
Published 3/24/2011
Health Insurance Returns to a Client Service Industry
By J.R. Jordan
Published 3/4/2011
Winning the Health Care Reform Battle
By J.R. Jordan
Published 2/1/2011
Health Care Reform: How to Thrive Instead of Just Surviving
By J.R. Jordan
Published 9/23/2010
Cross-Selling and Multiple Sales: Your and Your Clients' Futures Depend On It
By J.R. Jordan
Published 1/1/2008
ASJ EDITOR'S BLOG
Critical Illness Insurance Poised for a Takeoff?
January 21st, 2011 by Christina Pellett
PRODUCER'S ESOURCE
- Critical Illness Insurance and The Long Journey To The USA
- Your Complete Guide to Selling Health, Critical Illness & Accident Insurance
- How to Sell Health Insurance in Post Health Care Reform
- Critical Illness & Accident Riders: Beware of the Checkbox!!!
- Selling Health Coverage and the Art of Cross-Selling: You and Your Clients’ Futures Depend on It This article first appeared in Agent’s Sales Journal, January 2008 by J.R. Jordan
POS Videos
Combo Sales Client Video
Accident Client Video
Critical Illness Client Video
Reform Ready(tm)
Combo Sales Video
My CBL Website
ATTENTION AGENTS:
THIS SITE IS VERY IMPORTANT TO TRACK & SAVE YOUR BUSINESS, PLEASE USE:
FOR COMMISSION STATEMENTS, APP STATUS, PENDING TERMINATIONS AND TO SAVE BIZ:
GO TO: WWW.DEARBORNNATIONAL.COM
THEN GO TO PORTAL LOGIN AND CHOOSE “MY CBL”:
user ID is Agent # (you must put a 0 in front of your number if there is not one already) your temporary password is cbl0315. You will then be re-directed to change your password to your choosing. If you have any trouble logging in, please call customer service at CBL at 800-367-7814.
Training Manual click here
Colorado Bankers Services Insurance (CBS) is one of the nation's most committed providers of critical illness, accident, final expense & a wide variety of other exceptional products.
CBS distributes products through a National Brokerage network of individual life/health agents that specialize in individual & small group sales. Individual insurance benefit programs have been, and continue to be, Colorado Bankers Service’s specialty.
With a marketing & administration office committed to your success, we go the extra mile to ensure your questions are answered and your portfolio is complete. Our office is made up of Licensed Life & Health Professionals. How can someone who hasn't been on the road explain the sales techniques of our unique product line?
As agents, we understand the importance of The Best Products, Short Form Applications, Jet Issue, High Advances and the ability to get your questions answered in a timely manner.
Colorado Bankers Services is committed to agent & client services. When you call our office be ready to speak with a live voice and remember, “We work for you”. We look forward to earning your business!
- Don't Check the Box!
- Critical Illness
- Accident Insurance
- Value Med Insurance
- Reform Ready (TM)
NEWS & ANNOUNCEMENTS
PAYCHECK PROTECTION PLUS SUSPENDED IN GA & WA
CHANGES TO APPLICATION AMENDMENT PROCESS
WHY SHOULD YOU PARTNER AS AN AGENT WITH US?
AS AGENTS, WE UNDERSTAND THE IMPORTANCE OF THE BEST PRODUCTS. SHORT FORM APPLICATION, JET ISSUES, HIGH ADVANCES AND THE ABILITY TO GET YOUR QUESTIONS ANSWERED IN A TIMELY MANNER.