CBU News  
A Monthly Update for Insurance and Financial Professionals
April 2012   Like us on Facebook Follow us on Twitter View our videos on YouTube
Greetings!

Welcome to the first edition of the CBU News.  This monthly update is designed to offer insights on boosting your production through the combination of sales tips and product information.  It is also a place for us to share the latest accolades and happenings of our agents and partners.  We gladly accept any news you have to share, and we look forward to staying in touch each month with the CBU News.    
Asset Preservation Workshop
Recruiting New Agents to Host Seminars 
 
Asset Preservation Workshop Logo Over the past twenty five years, financial professionals have utilized seminars in order to share their message.  Why?  Well, the answer is simple.  Seminars provide the ability to tell a story one time to a large audience, rather than to one individual at a time.  As a result, you are leveraging the two most valuable assets that you have, yourself and your time.

Asset Preservation Workshop Co. (APW) has developed a time-tested approach to workshop selling.  APW's educational format has proven to be effective in putting agents in touch with more clients than they have ever seen, and ultimately closing more business than ever before. 

APW is currently expanding into new territories throughout the country and is in need of agents to host seminars.  Want to increase your business and make more money?  Call or email us for information on how to get started. 

Call Us Today!  1-866-275-3345  
Business Overhead Expense Insurance
A New Product Offering for Truck Drivers 
 
Assurity LogoKnow any truck drivers?  Assurity has designed an innovative product called Business Overhead Expense Insurance that targets the truck driving industry.  This product helps drivers protect their business, their truck and their home in the event of a disability.  The advantages of this plan include: 
  • Coverage of the driver's general operating expenses, including truck payments if they become disabled or cannot work.
  • Affordable premiums that may be tax deductible.
  • Waiver of Premium and Rehabilitation Benefits available.

Truck drivers have a high risk of losing their business if they become disabled.  Help a driver plan better for their future.  This product can offer them a chance for their business to survive in the event of illness, injury or the inability to drive for an extended amount of time.   

 

Call or email us for more information or to become contracted with Assurity Life Insurance Company. 

 

Call Us Today!  1-866-275-3345 

It's Rarely Crowded on the Extra Mile
A Sales Idea for Agents   
 
Extra MileIn business it's all about creating distinction for you and your company.  One way to do so is to send a post-appointment email summary of the meeting.  Take a moment after each "first appointment" to compose a brief overview of the points that were discussed, as well as the agreed upon next steps.  Close with a thank you and a reminder of the date you will be getting back together.  Try this, and you'll be sure to cement a good first impression as you travel the extra mile. 

 

Combined Benefits United is an Independent Marketing Organization that is focused on powering insurance and financial professionals to be the best they can be.  We proudly partner with the nation's top insurance companies to better offer clients a full range of life and legacy planning products.

We welcome the opportunity to work with all of our agents, and we consider everyone to be a part of the CBU Team.

  

Sincerely, 

Ray sig no back



Raymond Vallee Jr.
President

Combined Benefits United, Inc.
89 Water Street, Suite 2
Hallowell, ME 04917
1-866-275-3345
marketing@cbuteam.com

Our Mission
"To achieve excellence within the insurance marketing industry through every word and action leading with transparency and convictions, while cultivating relationships with the highest level of integrity"
 
In This Issue
Asset Preservation Workshop
Business Overhead Expense Insurance
Going the Extra Mile
Quick Links
 
 Asset Preservation Workshop Logo
Agents Wanted

Our Asset Preservation Workshop is a system that will increase your book of business and make you more money.  Visit our website to learn more about APW and our seminar speakers.  Call or email us to get started today.

1-866-275-3345