Greetings!
The official beginning of summer is in June, but why not jump start the season? Summer is a great chance to get together with friends and family, but also a time to discuss options for the future. 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. |
Combined Benefits United's Incentive Trip to Cabo
April 21 - 26, 2013
 In April 2013, Combined Benefits United and Magellan Financial sponsored an incentive trip to Cabo San Lucas. Take a look at this sweet location! This is the incentive trip for those who qualified during the 2012 sales year, and it could be you next year! Contact Combined Benefits United for more details on these exclusive offers, 1-866-275-3345.
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CBU Goes to Curacao
April 21 - 26, 2013
 Washington National offered an incentive trip to Curacao for three Combined Benefits United's agents. Brian Heath, Justin Holmes, and Nikki Shields all qualified for this years 2012 Washington National Incentive Trip. Congratulations! Hope you had a great vacation.
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Washington National Reaches Your Clients Products that Influence Lives
 | | Doug's Story |
When we first introduced the employees of Augusta Fuel Company to our Voluntary plans, a service technician named Doug Gagne decided to enroll in the Cancer plan. Little did we know that two years later, Doug would need to access his benefits. Listen to Doug's story about how much these Voluntary plans mean to him now. He is the "why" behind our message to employers and employees. |
Social Security RescueProtecting Your Clients
 During the April 2013 Producer Forum, Alex Stanchfield, Marketing Director for Magellan Financial, presented Social Security Rescue as a new option for agents to use for client needs.
- 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
If you would like more information about this marketing system, please call CBU 1-866-275-3345 or email us here! |
Asset Preservation Workshop UniversityOpportunities to Get Involved!
We've gone to great lengths to ensure that our APW agents are well trained with the facets of Asset Preservation Workshop. Our APW University Training on April 7 - 9, 2013 was a great way to kick off APW U. for 2013! Goal Statement: 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!
We are your resource!
I f you are interested in participating in a future APW University, please contact us at 1-866-275-3345 or email us here for more details. |
Effective Sales CallsAnswering the Question of Why
Never make a sales call to a customer unless you can answer the question "Why would this customer do business with our company, me?" The answer must be a benefit to the customer. The answer must fit the customer's agenda, not yours. The customer should do business with you because you make them feel good, or you will solve a problem, or both.
There must be a business benefit and a personal benefit - often interlinked - for the customer. The sales person answers the question by calculaing what economic benefits the product or service will give the customer and by calculating the consequences to the customer not going with the recommended product or service. The sales person determines how the customer is benefited directly and personally. So remember to ask yourself, "what can I do to help this client?" before picking up the telephone to call. |
 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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