CBU Producer Forum   
Bringing Insurance and Financial Professionals Together
Next Forum is Friday, September 20 View our profile on LinkedIn Like us on Facebook Follow us on Twitter View our videos on YouTube
                     Producer Forum Friday, August 16
 
                                   Location:  The Captain's Galley
                                                      168 Saco Avenue, Old Orchard Beach, ME    
 207-934-1336 
   Time: 9:00 a.m. - 1:00 p.m., lunch provided 
 
On the third Friday of every month, Combined Benefits United has a long-time tradition of hosting a Producer Forum. Each forum is open to insurance and financial professionals and is jam packed with fresh sales ideas and new product information. Widely received by our industry partners, our forum is a productive monthly meeting that you'll surely be glad you attended.
 
Incentive: Any producer that brings a fellow agent that is not appointed with CBU to the August Producer Forum will receive $100.00.
 

Agenda  

 
9:00 a.m.- 9:20 a.m.  Welcome and Introduction
Raymond Vallee, President of Combined Benefits United
  
9:20 a.m.- 9:40 a.m.  Keeping in Touch with Clients
Susan Callahan, Owner of Goodies - The Gift Box Cookie Company
  
9:40 a.m.-10:00 a.m.  Sales Tip
Speaker TBA
  
10:00 a.m.-10:20 a.m.  Using Social Media to Build Your Business
Charlotte Warren, Social Media Specialist
  
10:20 a.m.-10:35 a.m.  Sales Tip
Speaker TBA   
  
10:35 a.m. - 10:50 a.m.  BREAK
  
10:50 a.m.-11:05 a.m.  Sales Tip
Speaker TBA
  
11:05 a.m.-11:25 a.m. MDRT: Why To Be a Member
Dave Spellman, Million Dollar Round Table
   
11:25 a.m.-11:45 a.m.  Sales Tip
Speaker TBA
            
11:45 a.m. - 12:00 p.m.  Closing
Raymond Vallee, President of Combined Benefits United   
 
12:00 p.m. - 1:00 p.m.  LUNCH  

Please R.S.V.P. by email or phone by Monday, August 12 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
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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.