Greetings!
Happy May Day to you from all of us here at CBU! We all know that May Day is a traditional spring holiday, but did you also know that it falls exactly half a year from November 1? So as we roll into the second month of the second quarter, let's keep our eye on the prize so we can all be where we want to be come this November.
In this edition of the CBU News, we highlight Medicare, our Featured Agent Allan Beck, a chance for you to earn a FREE trip to Old Orchard Beach, and the key to the missing link.
Enjoy, be well and Happy May Day! |
Every Day 10,000 Baby Boomers Turn 65 Are You Ready?
Every day for the next 19 years, 10,000 baby boomers will reach age 65.
ARE YOU READY?
We make sure our agents have the support and services they need to
do their jobs. That way they can focus on what's most important -
matching the right insurance products with customers' needs. We do
that by offering our agents:
* Off-the-shelf marketing materials to help generate sales
* Timely industry insights and market trend information
* Administrative support to help agents focus on customer service
* Continuous education and training opportunities
If you're thinking about joining an agency, now's the time to
consider ours. The Baby Boomers have arrived and they have
insurance needs that we can help them address. Be an agent they'll
turn to at Combined Benefits United.
Call or email us for information on how to get started. Call Us Today! 1-866-275-3345
|
CBU's Next Featured AdvisorAllan Beck of Cornerstone Financial Services
When it comes to investment and income planning advice, Allan Beck of Cornerstone Financial Services offers undoubtedly the best. Allan has been in the insurance and financial industry since 1988, and over the years, his commitment to his clients has always stayed the same:
"To assist individuals in the growth and protection of their assets with investment solutions that help facilitate the transfer of wealth to the next generation in the most tax-favored and simplest manner."
Perhaps coming from a long-line of entrepreneurs that have kept their businesses in the family, Allan understands the importance of proper legacy planning. Allan is the grandson of the late B.P. Moody, the 1927 founder of the famous Moody's Diner, and he is also grandson of the late Carl Beck who founded C.O. Beck & Sons in 1920. Drawing from his professional advising and family business experience, Allan is well versed in the legal issues that can arise when structuring assets to preserve and pass down estates.
Read the rest of the article... |
FREE Trip for TWO to Old Orchard Beach, Maine750,000 Points by June 1, 2012 to Qualify
 Need a vacation? Combined Benefits United is offering all contracted agents and their guest a free weekend getaway to Old Orchard Beach, Maine this June 22-24, 2012. Trip includes lodging, meals, and a fun day of activity.
Here's the skinny on how to qualify:
Earn net production of 750,000 points by June 1, 2012. Production points are accumulated by paid for business between January 1 - June 1, 2012.
- Annuity and Lincoln MoneyGuard: $1 = 1 Point
- Life Insurance: $1 Target Premium = 10 Points
- Long Term Care and Voluntary Benefits: $1 Premium = 10 Points
If you're interested in learning more or have questions on your year-to-date production points, please email Stephanie at the CBU home office.
|
The Missing LinkA Sales Idea for Worksite Agents
 Service is the invisible missing link to repeat business. When it comes to servicing your Worksite clients, call every 90 days and ask the '4 magic questions'.
1. Are your invoices still coming on time, to the proper address, and seem accurate?
2. Are there any claims that you are aware of?
3. Has anyone left or been terminated?
4. Are there any new hires since we last spoke?
While you don't want to wear out your welcome, you want your account to know that you care, are available, and can resolve any issues that may arise. Try using these '4 magic questions', and you might find this to be your invisible missing link.
|
 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,
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"
|
|
|
 | Agents Wanted
The Baby Boomers have arrived and they have insurance needs that you can help them address.
Now is the time to prepare for Medicare season. Call or email us to get started today.
1-866-275-3345 |
|
|
