Sales Support Desk

The CFG Internal Sales Desk is dedicated to assisting our financial professionals with day to day quoting and assistance of fixed life insurance products. Through the platform we have built, we are able to quickly quote multiple carriers. They can be reached via phone, dedicated email inbox, or through our QuikQuote tool on the CFG Website.

Their vast knowledge of multiple carriers often lends to better outcomes for a client, as they are able to recognize alternative options that may otherwise be missed.

Sales Desk Hours: Monday – Thursday 9 a.m. – 4 p.m.
Friday 8 a.m. – 12 p.m.

Sales Desk Phone Number: (866) 315-7780

Sales Desk Email Address: sales@cfgpro.com

QuikQuote: https://www.cfgpro.com/quikquote

Mitch Moser

Mitch is a Sales Desk Representative for CFG. Mitch has been in the insurance and financial services business since 2017 and holds a life and health insurance license. He is a graduate of Upper Iowa University with a degree in Financial Management and a member of NAIFA. Mitch specializes in working with individuals and families on their risk management needs with Life, Disability and Long Care Insurance.

Mitch and his wife, Katrina, reside in Cedar Rapids. He enjoys spending time with his family and friends, golfing and coaching baseball.

* Not registered as an investment adviser representative or registered representative and cannot offer securities and advisory products in that capacity.

Kort Steele

Kort is a Sales Desk Representative for CFG. Kort has been in the insurance and financial services business since 2020 and holds a life and health insurance license. He is a graduate of the University of Nebraska – Lincoln. Kort specializes in working with individuals, families and small businesses on their risk management needs with life and health insurance solutions. He and his wife Jaeli live in North Platte along with their two dogs, Oadie and Rue. In his free time Kort enjoys following Nebraska athletics and golfing.

* Not registered as an investment adviser representative or registered representative and cannot offer securities and advisory products in that capacity.

Michael Donnan

Michael is a Sales Desk Representative for CFG. Michael has been in the insurance and financial services business since 2022 and holds a life and health insurance license. He is a recent graduate of the University of Northern Iowa with degrees in Finance and Real Estate, with an emphasis on Personal Wealth Management. Michael is pursuing his Series 7 and Series 66 license. He currently lives Downtown Des Moines. He loves spending time with his family and friends, golfing, biking, and following Iowa Hawkeye sports.

* Not registered as an investment adviser representative or registered representative and cannot offer securities and advisory products in that capacity.

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