Greetings!
The dedication of our agents, new marketing materials, the latest products available, and a little luck have all combined to jump start 2013 here at Combined Benefits United. 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. |
CBU Travels to Indiana!Home Office Visit to Washington National
Combined Benefits United's annual home office visit to Washington National was a true success! We would like to thank our wonderful Washington National representatives who made us once again, feel at home.
Nelson Griswold, a nationally recognized agency consultant and the author of Do or Die: Reinventing Your Benefits Agency for Post-Reform Success,was the featured speaker at the afternoon training session. The training sessions led to increased partnership opportunities between Combined Benefits United and Washington National. This was a great opportunity for us to learn more about the inner workings of our carrier, and all that is offered to our worksite agents.
The crew later dined at The Varsity Club in the Bankers Life Fieldhouse and witnessed the defeat of the Charlotte Bobcats to the Indiana Pacers, 101 to 77. Thank you all for a great trip!
We look forward to future visits! |
Business Builder SeminarsEarn Three FREE CE Credits - in Just ONE Day!
CBU is excited to offer the opportunity to earn three FREE CE credits in one day!
There are two dates available for these seminars. Please choose the one that works best for you!
Wednesday March 13, 2013
8:30 - 1:00 P.M.
Jeff's Catering, Brewer, ME
Thursday March 14, 2013
8:30 - 1:00 P.M.
Seasons Event Center, Portland, ME
Register here to receive three FREE credits, delicious lunch, and a chance to win a NOOK Simple Touch! Win, Win, WIN! |
Asset Preservation Workshop UniversityWe are Recruiting!
 APW has recently developed a training course, designed to efficiently educate new agents on the internal workings of how to host their own workshop.
The Asset Preservation Workshop Co. has developed a workshop system that is time tested and results oriented. With over 20 years of results, the APW system is one recognized for its efficiency and and impact to your bottom line: your paycheck.
APW Goal Statement: To help you generate prospects and write business with your first seminar.
- Learn the process. Do not waiver from the system.
- Learn sales techniques, fact finder, plan design & product.
- How to handle rejection.
- How to close the case.
- Make $$$ with your 1st workshop!
Please contact our recruiter, Juliet Kelsey-Holmes for additional information here. |
Code of EthicsMillion-Dollar Round Table (MDRT), Steven Hammer, CLU
 It is imperative to conduct accurate and thorough fact finding with your clients.
Client's needs and goals come first. Strive to make their dreams a reality.
Recommend products that make sense.
Select products that best meet the needs of your clients and ones they can afford.
Recommend each product as part of an overall business plan. Assist clients with understanding the materials properly. |
 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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