Producer Forum Friday, October 19
Location: The Run of the Mill
100 Main Street, Saco ME
207-571-9648 Time: 9:00 a.m. - 1:00 p.m., lunch provided
Agenda
| 9:00 a.m.- 9:30 a.m. | Welcome & Updates - Ray Vallee
President, Combined Benefits United
| | 9:30 a.m.- 11:00 a.m. | Reverse Mortgage Solution - A New Opportunity
Harry S. Grindall - National Sales Manager
Spiriter Reverse Mortgage Solutions | | 11:00 a.m.- 11:15 a.m. | Break | | 11:15 a.m. - 11:45 a.m. | ACT! - A System for Organizing Your Contacts
Customer Relationship Management | | 11:45 a.m. - 12:00 p.m. | Closing Remarks - Ray Vallee
President, Combined Benefits United
| | 12:00 p.m. - 1:00 p.m. | Lunch and Depart
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| Please R.S.V.P. by email or phone by Monday, October 15 so we can ensure the proper headcount for snacks and lunch. |
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Thank you for your business, and I look forward to seeing you at the forum.
Sincerely,
Raymond Vallee Jr.
President
Combined Benefits United
89 Water Street, Suite 2
Hallowell, ME 04347
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"
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