CFN Advisors

Would you like to increase insurance revenue with less time spent on the process?

What I am offering is a type of concierge service for you and your clients

We all want to do what is right for our clients and protect any vulnerabilities they may have on the insurance side. Introduce me to your clients and I will address their insurance needs, allowing you to work on your next case.

  • I perform an insurance fact finder to determine if their coverage is adequate or has shortfalls. Most times advisors tell me what to prepare for their clients but, either method is fine with me.
  • I will copy you on everything I do involving your clients including emailing you their app, copy of their policy and copy of all policy delivery docs at the end of each case.
  • I do all the paperwork. I will interview each client with health questions to get them as close as possible to a rate class I believe will be best suited for them.
  • I will schedule their medical exams in advance, so they are not inconvenienced by the examining company. As planners, don't become liable for not incorporating your clients' possible insurance needs into your planning.

My experience

For the past 34 years, my passion has been in helping my clients find insurance protection plans that are beneficial and ultimately help them to feel secure and protected. As an insurance representative for Northwestern Mutual for 31 years, I established myself as one of Scottsdale's trusted local insurance advisors. While I was with Northwestern Mutual I wrote over 3500 policies between life, DI and LTC. There is not too much I have not seen in this business. I specialize in insurance products. I am not security licensed.

Gary bio pic

Couple meeting with their advisor

Our financial arrangement is simple… we split each case 50-50

I promise to do only what is right for your client. I do not replace existing business unless I can show your client it makes more financial sense to do so.

I pride myself on offering great communication with your client and with you. All scheduled telephone appointments are made on time. If I promise you or your client I will email a proposal by a certain date, I guarantee I will not be late! Clients will not wait days for me to respond to any question they email me. In 95% of requests, they receive a response from me within minutes. I will cc: you on any emails I send to your clients.

I will treat your clients like you would. I want to become an extension of your practice with a seamless approach. Continuity for me is very important and I want your client to feel the same way.

I am currently insurance licensed in 20 states. If you have a client requiring my assistance in a state I am not licensed in, the state licensing fee is paid by me. I pay for all postage back and forth to your client. I always include postage paid return envelopes for your clients to return any signed docs/checks to me.

My insurance service is exclusive for Commonwealth Advisors only!

All of the contact I have with your clients is conducted by telephone. Prior to a scheduled telephone appointment, I email all proposals we will discuss to your clients in advance.

Please contact me to discuss my services in more detail. I am happy to provide you with Commonwealth Advisor references to verify my credibility and services.


Cell: 480-216-1144
Office: 480-419-6658
Email: gbolno@customizedis.com