Combined Benefits United E-news Archives
Combined Benefits United's monthly E-news is designed to offer insights on boosting agent 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.  To learn more about Combined Benefits United, please visit our website.

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  • July 2014 E-Newsletter
  • In this newsletter, we discuss the CBU Effects Appointment Setting System and the new RMD Planning Playbook. The newest Allianz client sales presentation and the upcoming Life Assurance Webinars are introduced. We also announce the 2015 CBU incentive trip location and qualification details and as always, a sales tip from the Million Dollar Round Table is shared.
  • June 2014 E-Newsletter
  • In this newsletter, we will discuss this years CBU and Magellan Financial Incentive Trip and Washington National Sales Celebration as well as ways that CBU can help you farm your current Medicare book of business. We re-introduce you to the Allianz Preferred product line and as always, a sales tip from the Million Dollar Round Table is shared.
  • May 2014 E-Newsletter
  • In this newsletter, we will discuss the upcoming APW & SSR University as well as trending seminar results. We also announce our first CBU Effects University, Nelson Griswold's Broker Boot Camp, and CBU's booth at the Maine HR Convention. The GTL Advantage Plus and Critical Care products are re-introduced and as always, we provide you with a sales tip.
  • April 2014 E-Newsletter
  • In this newsletter, we discuss our newest marketing system, CBU Effects and discuss a key component of this system-Washington National Active Care. We introduce two exciting incentives for WN producers and announce our newest featured agent. As always, we also share a helpful sales idea.
  • March 2014 E-Newsletter
  • In this newsletter, we will discuss the upcoming APW & SSR University as well as trending seminar results. The Allianz Preferred Series, Washington National Active Care, and Reverse Mortgage Solutions are introduced and we congratulate Jac Arbour on the launch of his new website. As always, a new sales idea from MDRT is shared.
  • February 2014 E-Newsletter
  • In this newsletter, we announce an upcoming Asset Preservation Workshop and Social Security Rescue Seminar University and the Dale Carnegie Training Spring 2014 schedule. We also congratulate producers who qualified for the 2013 CBU/Magellan Sales Celebration. As always, we also have a sales tip from the Million Dollar Round Table.
  • January 2014 E-news
  • In this e-newsletter, we discuss the importance of goal setting and introduce the Allianz Preferred Series. Two highly successful marketing systems are discussed and we congratulate some of CBU's top producers from 2013.
  • December 2013 E-news
  • In this e-newsletter, we congratulate Jac Arbour on the release of his first book, "May You Drink from the Saucer." We also review three exciting incentive trips, and discuss how you can grow your business in 2014 through the Asset Preservation Workshop and the Social Security Rescue Seminar.
  • November 2013 E-news
  • In this newsletter, we discuss how you can qualify for this years sales incentive trip as well as the Asset Preservation Workshop and Social Security Rescue Seminar. We also introduce a product to supplement your Medicare client's health insurance plans. We also share a new sales tip from the Million Dollar Round Table.
  • Producer Forum November Agenda
  • Producer Forum October Agenda
  • October 2013 E-news
  • In this newsletter, we congratulate Jac Arbour on his first book going to print as well as agents who earned Washington National's cash incentive. Our three Business Builder Seminar speakers are introduced and we discuss the APW and SSR workshops. As always, we also have a new sales tip from the Million Dollar Round Table.
  • Producer Forum September Agenda
  • September 2013 E-news
  • In this newsletter, we discuss two more exciting Business Builder Seminars, Critical Illness Training, and offer marketing materials for Life Insurance Awareness Month. Our newest Featured Agent is introduced as well as the GTL Advantage Plus product, and a new sales tip from the Million Dollar Round Table.
  • Producer Forum August Agenda
  • August 2013 E-news
  • In this newsletter, we will discuss the details of the September Business Builder Seminars, congratulate producers who earned a cash bonus incentive, and provide you with a useful sales tip.

  • June 2013 E-news
  • In this e-newsletter, we will discuss these details, and just a few of the great incentive packages that are coming up for the 2013 - 2014 sales season. Make it a goal this year to be rewarded by one of CBU's trips or cash bonuses!
  • Producer Forum May 2013
  • May E-news 2013
  • It feels a lot like summer in the CBU office with all of the incentive trips that took place in April. CBU and Magellan Financial sent sales agents to Cabo San Lucas and Washington National provided an all-expense paid trip to Curacao. We will also discuss in this newsletter Doug's story supporting Washington National products for voluntary benefits, Social Security Rescue, APW University, and the sales tip of the month.
  • Producer Forum April 2013
  • April 2013 E-News
  • In this e-Newsletter, we discuss our April 3rd WNIC Voluntary Benefits, I.U.L., and GTL- Critical Care Training. We will also highlight Foresters list bill opportunities, upcoming Business Builder Seminars, ways to get involved with APW University, and the Dale Carnegie Maine 7-up Challenge. We continue to implement systems for our agents, while focusing on leadership, knowledge, and tools to thrive in today's business world.
  • March E-news
  • In this March E-newsletter, we discuss the home office visit to Washington National and share a way you can earn three FREE CE credits towards your Maine insurance continuing education requirement. Additionally, learn more about the APW University and the Million Dollar Round-Table Code of Ethics.
  • Producer Forum Agenda- March 2013
  • February 2013 CBU News
  • In this February e-newsletter, we discuss new opportunities to earn three FREE CE credits, the addition of OneAmerica to the CBU products mix, our February 27th Business After Hours event, List Bill for Foresters, and the sales tip of the month. Game on!
  • Producer Forum- January 2013
  • January E-news 2013
  • In this issue of CBU News, we discuss the intriguing concept of the Zero Cost Life Plan, the enhancements we've made to the CBU website and fresh marketing systems from CBU, accomplishments of the Worksite Division for 2012, and a 2013 "Not-To-Do" List for sales.

  • December E-news 2012
  • In this edition of the CBU News we discuss the 2012 CBU Holiday Party, personal and professional goal setting, agent success stories of 2012, and accomplishments for Combined Benefits United.
  • Producer Forum- November 2012
  • November CBU E-news 2012
  • In this issue of CBU News, we recap the Reverse Mortgage Solutions, the EDvantage training program, Featured Advisor Max Lynds of F.A. Peabody, the introduction of Shayna Camp to the CBU team, and a new sales tip for the month of November.
  • Producer Forum October 2012
  • October CBU E-news 2012
  • In this issue of CBU News, we recap the Fall Retreat, introduce Critical Care, set dates for IUL webinars, offer up a recruiting opportunity, and sail the Seven C's.
  • September CBU E-news 2012
  • The seasons they are a changin' here at CBU. September is upon us, and as we take a glance at the CBU calendar, we have a lot in store for the rest of the year.
  • August CBU E-news 2012
  • In this edition, we announce Advisor Today's cover story, introduce a companion plan to Medicare Supplement, invite you to get social with us, and look at the concept of prospecting.
  • July CBU E-news 2012
  • In this issue of CBU News, we're excited to introduce our newest partner, Kansas City Life, touch on the CBU difference, report on the growing demand for voluntary benefits with younger workers, and provide some Drip Marketing ideas.
  • Producer Forum June 2012
  • June CBU E-news 2012
  • In this edition of the CBU News, we invite you to learn more about the rising popularity of Indexed Universal Life, announce our next incentive trip, and offer 3 trust building tips to use with clients.
  • Producer Forum May 2012
  • May CBU E-news 2012
  • 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.
  • Go for the Gold
  • We announce Advisor Today's cover story, introduce a companion plan to Medicare Supplement, invite you to get social with us, and look at the concept of prospecting.
  • July Appointments Can Make or Break Your Bottom Line
  • We're excited to introduce our newest partner, Kansas City Life, touch on the CBU difference, report on the growing demand for voluntary benefits with younger workers, and provide some Drip Marketing ideas.
  • The Six Month Mark
  • We invite you to learn more about the rising popularity of Indexed Universal Life, announce our next incentive trip, and offer 3 trust building tips to use with clients.
  • May Day is Your Day
  • 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.
  • Welcome to the CBU E-news
  • In this first edition of the CBU News, we touch on the Asset Preservation Workshop, introduce Assurity's Business Overhead Expense product, and discuss how it's rarely crowded on the extra mile.
Combined Benefits United, Inc.
89 Water Street, Suite 2
Hallowell, Maine 04347
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