Jim Smith, Regional Sales Director

Jim Smith
  • Toll-free: 800-347-0960, ext. 7559
  • Local: 315-471-5656, ext. 7559
  • Fax: 315-471-3912
P.O. Box 1056
Syracuse, NY 13201-1056
  • Final Expense
  • Ordinary
New York, Pennsylvania, Vermont

I have been working in the life insurance industry for more than 25 years and have been with Columbian for over 10 years. The majority of my career has been spent working with agents in the field.

My main focus is on recruiting and supporting agents and agencies within my region, which consists of New York State (excluding NYC), Pennsylvania (excluding Philadelphia) and Vermont. If you are in any of these areas and would like to learn about the benefits of becoming a Columbian associate, please contact me. I'll be happy to discuss our great product portfolio, competitive compensation and excellent service.

Sales Training
Sales Training Video  Final Expense Children's Term Rider, aka "Grandchild Rider"
Sales Training Video - Final Expense Risk Qualifier
Sales Training Video - Final Expense Point of Sale Underwriting
Sales Training Video - New Century Classic Whole Life
Sales Training Video - ParMaster® and Caring Solutions
Sales Training Video - Breathe New Life Into Your TermLife Sales with Living Benefit Riders
CFG Anti-Fraud Training

Product Training
Product Overview
Caring Solutions - Life Paid Up at 90
Dignified Choice Final Expense
Education Video - Final Expense Product Features
Final Expense Product Training Webinar
Final Expense Risk Qualifier and Point of Sale Underwriting Webinar
Guaranteed Issue Whole Life
MDO Whole Life
New Century Classic Whole Life
Stellar Solutions - Universal Life
TermLine 10, 15, 20
TermLife - Simplified Issue Term

Website Training
Instant Application Upload Training Video
Family Solutions Division Partners Website Training

Upcoming Sales Conferences
Family Solutions 2019 Conference - Jamaica
Final Expense 2019 Conference - Aruba