CBU Producer Forum   
Bringing Insurance and Financial Professionals Together
Next Forum is Friday, April 19 View our profile on LinkedIn Like us on Facebook Follow us on Twitter View our videos on YouTube
                     Producer Forum Friday, April 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.- 10:30 a.m.     Social Security Rescue -Alex Stanchfield,
                                           Marketing Dir., Magellan Financial Services
  
  • Social Security Rescue Seminar System
  • 1.5%-2% Average National Attendance Rate
  • Help Married Couples Find Up to 40% More Social Security Income
  • Over 75% First Appointment Ratio
  • Social Security Maximization Software Does the Work For You
10:30 a.m. - 10:45 a.m.   BREAK 
  
10:45 a.m. - 11:45 a.m.   AVIVA- New Annuity Offerings & the Market
                                            Doug Wright & Mike Blanchard
AVIVA
  • Aviva Annuities:
    • New Products / Target Horizon - what they are, how they work and states approved
    • Income Preferred Annuities and their Riders
  • Annuity Sales Ideas
11:45 a.m. - 12:00 p.m.  Closing Remarks - Ray Vallee
  
12:00 p.m. - 1:00 p.m.    Lunch and Depart

Please R.S.V.P. by email or phone by Monday, April 15 so we can ensure the proper headcount for snacks and lunch.
 
Thank you for your business, and I look forward to seeing you at the forum.

Sincerely, 

Raymond Vallee 



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"
 
R.S.V.P. Required 
  Respond by Email
Call 207-620-7265
Quick Links
 
Producer Forum 

The third Friday of every month, CBU hosts an educational event called the Producer Forum.  The forum is designed to bring insurance and financial professionals together to collaborate and idea share as well as to enjoy a delicious lunch too.