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Download Zone

At CBS Inc., we are committed to provide a fast and easy way to do business with our planners so that they can spend more time helping their prospects and clients.

 

 

 

    CBS Compliance Kit

        

         Planning Check List

         CBS Fact Finder

         Disclosure Form

         Engagement Disclosure Form

         Insurance Worksheet

         Risk Tolerance Questionnaire

         Simple Needs Analysis

         Privacy Consent

         BC LIRD Form*

         Replacement Outline*

 

 

 

   Video Training Library  

        

         CBS Video Training Library

         Request for password

 

 

 

   Useful Downloads  

        

         CBS Transmittal Form

         Paramedic Ordering Form

         Hublink Quick Reference Guide

         Underwriting Cover Letter Guide

         Wholesalers' contact list*

         CLA - Will presentaton*

 

 

      

 

 

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