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Producer Forum Friday, October 18
150 Philbrook Ave, South Portland ME 04106
207-774-7335
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 October Producer Forum will receive $100.00.
Agenda
9:00 a.m.- 9:15 a.m. Welcome and Introduction
Raymond Vallee, President, Combined Benefits United
9:15 a.m.- 10:00 a.m. Book Release: "May You Drink from the Saucer"
Jac Arbour, Vice President, Combined Benefits United
10:00 a.m.-10:15 a.m. "Invest in Yourself and Grow Your Business"
Doug Wright, CRPC
10:15 a.m.-10:30 a.m. BREAK
10:30 a.m.-11:15 a.m. HIGHER EDvantage: College Planning System
Jeff Gaudette, Equity by Design
11:15 a.m. - 11:30 a.m. Marketing 101
Stephanie Koetzle, Marketing Director, Combined Benefits United
11:30 a.m.-11:45 a.m. MDRT: The Advantage of Membership
Dave Spellman, Million Dollar Round Table
11:45 a.m. - 12:00 p.m. Closing
Raymond Vallee, President, Combined Benefits United
12:00 p.m. - 1:00 p.m. LUNCH
Please R.S.V.P. by email or phone by Monday, October 14 so we can ensure the proper headcount for snacks and lunch.
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