Greetings!
It's November. The holiday season will soon be underway, and CBU wants to thank you for your dedication to making this year memorable!
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. Enjoy the end of the autumn season and the beginning of the holidays! Thanks for your support, and the business you do with CBU! |
Reverse Mortgage Solutions
Helping Your Clients Stay at Home
Harry Grindall of Spiriter Reverse Mortgage Solutions spoke at the October Producer Forum and presented another system for agents to meet potential clients.
This system may be a solution for clients that are 62 and older and have a desire to continue to live at home. Reverse Mortgage Solutions can help clients liquidate home equity into cash and to use that money as a financial asset. Many thanks to Harry Grindall for his presentation! For more information, connect with Harry Grindall by email here or call his office (330) 338-0587. As always, we invite questions to the CBU office too.
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The Higher EDvantage
A Turn-Key System
 | | The HIGHER EDvantage |
At the August Producer Forum, Jeff Gaudette, President of Equity By Design, introduced us to his turn-key EDvantage system. Recently sixteen CBU agents spent two days training Lowell, MA with Jeff to learn the EDvantage system.
This system shows families how to more easily afford to send their children to college by virtually eliminating the administrative nightmare of the financial aid process, which is very time consuming and filled with countless opportunities for errors that can cause families to lose financial aid. By integrating sound financial strategies, EDvantage implements programs that help families more easily afford to send their children to college.
Here's what some of our sales agent attendees had to say:
"As good a workshop as I can remember attending! A terrific new product presented with some great selling concepts, as well as new ways of presenting and marketing an existing product...this was time very well spent. Kudos to Jeff Gaudette and his staff!"- David Kaplan
" Pleasantly surprised with both the system and the opportunity. Time well spent!"- Brian Heath
"Very informative and thought provoking. I am confident that this new information and access to these tools will contribute to more opportunity for me and my office."- Allan Beck
If you would like to learn more about how the EDvantage system can benefit your clients, please contact the CBU office.
Call us: 1-866-275-3345
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Max Lynds of F.A. Peabody
CBU's Featured Advisor
Max Lynds, an agent with over twenty years of experience in the insurance industry, has continued to be a dedicated financial advisor for the Maine communities that his company serves. Max began as an agent with New York Life in 1989, and established his career at F.A. Peabody in 1994. He currently serves as the Vice President of Life and Benefits at F.A. Peabody in Houlton, Maine.
As part of his professional development, in 1997 he obtained the Registered Health Underwriter designation from the American College. He is an active member of NAIFA, past President of NAIFA-ME, and is currently a Regional Vice President. NAIFA-ME awarded Max Lynds the Arthur and Helen Charles community award in 1998 and the J. Putnam Stevens Award in 2009.
Max became associated with Combined Benefits United in 2011, and says "it has been a good match for F.A. Peabody." He believes the partnership is successful because of Combined Benefits United's excellent support and dedication to their clients, agents, and affiliates. The Worksite Benefits and Asset Preservation Workshop systems are well-structured, and Max says "if you have a good process, you'll do well." The support and guidance that Combined Benefits United offers has led to Max's continued success. In turn, this has encouraged many new clients to use F.A. Peabody as a resource in the Northern Maine region. F.A. Peabody has experienced years of success as an organization, and the company is currently expanding its sales agent base to meet this increasing demand. Continue reading entire article...
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CBU Welcomes Shayna Camp
Office Assistant, Combined Benefits United
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Shayna Camp is the new Office Assistant for Combined Benefits United. She will be assisting with the coordination of Asset Preservation Workshops, managing new and existing claims, and answering questions and concerns of clients and sales agents.
Shayna grew up in central Maine, and graduated from Winthrop High School in 2008. Before joining Combined Benefits United, she furthered her education at the University of Vermont.
In May 2012, she received her Bachelor of Arts in Sociology. She is an alumna of the Kappa Alpha Theta, Lambda chapter in Vermont. She enjoys kayaking on the Maine coast, skiing the winter slopes, and traveling. Shayna is excited to join the team members of Combined Benefits United, and looks forward to meeting you!
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Sales Tip of the Month
A Different View
The best "sales advice" I ever heard actually came from basketball icon Michael Jordan. During an interview he was asked "What is it about your game that makes you so successful?" Jordan said, "As I play the game, I am always trying to picture what the player guarding me sees. It gives me an edge because when I see myself from the defenders prospective, the path I take is more defined." 
How often are we totally tuned in to what the client is thinking as we present? Are they still stuck on whether they trust you, as you rattle on about Caps, Spreads and Side by Sides? Our ability to get to yes, is greatly determined by how sharp our focus on "the other person's perspective" is. On what's important to them and in what order. The more we tune in, the more we'll be viewed as a trusted advisor. So next time, try hearing your words as if you were the client in front of you, and you'll be surprised at how much it defines the path you take.
You may be told that you're good at sales. That you're good at listening, will be closer to the truth.
-Sales Tip provided by Brian Heath, Worksite Benefits Manager,
Combined Benefits United
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 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"
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Combined Benefits United
89 Water Street
Suite 2
Hallowell, ME 04347
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