CBU is hosting two more of our popular Business Builder Seminars. During these events, you'll learn from nationally recognized industry experts, receive three CE credits, enjoy a delicious lunch, and be entered to win a Nook tablet.

  

Come Build Your Business while earning Continuing Education (CE) credits. All credits approved by the Maine Bureau of Insurance under course 21579. Join us for one of these events!

 

Our upcoming seminars:

 

Date: Tuesday, September 17, 2013

Location: Village by the Sea

1373 Post Road

Wells, Maine 04090

Time: 8:00 a.m.-1:00 p.m.

 

Date: Wednesday, September 18, 2013

Location: Augusta Civic Center

76 Community Drive

Augusta, Maine 04330

Time: 8:00 a.m.-1:00 p.m.

 

Space is limited. Registration is required. For more information and to register, visit www.cbuevents.com or call 1-866-275-3345.

• Brad Dyer
• Brian Heath
• Brian Peltier
• David Kaplan
• Justin Holmes
• Kimberly Lontine-Kearso
• Marie Hayden
• Nikki Shields

• Create influential relationships. It's important to surround yourself with a well-rounded pool of advisors who bring their expertise to the table. Ideal partners are P/C agents, CPA's, estate or divorce attorneys, and bankers. Fostering relationships with these professionals can give you a steady stream of referrals, especially if you reach out and educate them about your products.
• Become a "go-to" person. Remember to be a strategic partner with your clients, not a product pusher. Instead of selling, try to listen and talk to your clients about their challenges, goals and vision, and to answer any questions they might have. If you have your clients' best interest in mind, they will know they can rely on you, and in return, refer you to their family and friends.
• Go in with a plan. Before meeting with a client, create an agenda and outline objectives. If you're having an initial meeting, aim to learn about your prospect's business or personal goals, tell them about your practice and background and most importantly, gather as much information as you can bout what they want.
• Keep it simple. Explaining products to prospects and clients should be fairly straightforward.
• Never stop prospecting. Make sure that when you attend industry events, you do not allow the contacts you make to go to waste.
• Hold yourself accountable. Tell your clients what to expect upfront from you. Do this by sending proactive weekly updates and following up with them to ensure you're living up to the standards you set.
• Offer value-added advice. Clients always welcome value-added advice. It helps to solidify your relationships, and what is more important, it's crucial to help clients in other ways besides providing facts and figures.
• Do the three most important tasks on your to-do list first. Create a to-do list every day and prioritize the three most important tasks at the top. Doing the top three tasks relieves a lot of pressure and creates a sense of accomplishment, which gives an increased sense of energy.

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.

 CBU Calendar of Events