CBU Producer Forum   
Bringing Insurance and Financial Professionals Together
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Don't Miss our Last Blast Producer Forum on Friday, November 15!  Key speakers from 2013 will present, and CBU will be giving away $3,000 in CASH and PRIZES during our Producer Jeopardy and Appreciation Giveaways!  

Date: Friday, November 15, 2013
Location:
  Seasons Event and Conference Center
155 Riverside Street, Portland, ME 04103, 
t. 207-775-6536   
Time: 9:00 a.m. - 1:45 p.m., lunch provided
 
 
BONUS INCENTIVE: Any producer that brings a fellow agent that is not appointed with CBU to the November Producer Forum will receive $50.00 CASH.
 

Agenda  

 
9:00 a.m.- 9:15 a.m.  Welcome and Introduction
Raymond Vallee, Combined Benefits United
  
9:15 a.m.-9:25 a.m.  Goal Setting
Kevin Frisbie, Senior Division, Combined Benefits United

9:25 a.m.- 9:35 a.m.  Zero Cost Life
Jac Arbour, Combined Benefits United
  
9:35 a.m.-9:45 a.m.  Goal Setting
Kevin Frisbie, Combined Benefits United
  
9:45 a.m.-9:55 a.m.  Reverse Mortgage Opportunity
Harry Grindall, Home Equity Solutions
  
9:55 a.m.-10:05 a.m. P&C Partners
Dennis Hilton, Cheney Insurance 
  
10:05 a.m. - 10:15 a.m.  AVIVA
Mike Blanchard, Financial Security Associates, Inc.
  
10:15 a.m.-10:25 a.m.  State Life
John Breedlove, The OneAmerica Companies
            
10:25 a.m. - 10:35 p.m.  NAIFA
Duke Marston, Marston Financial Services
 
10:35 a.m. - 10:45 p.m.  Affordable Care Act
Tom Wright, Insured Retirement Planning, LLC

10:45 a.m. - 10:55 p.m.  Advantage Plus
Christine Gross, Tindon Insurance Company

10:55 a.m. - 11:05 p.m.  Aetna
Janet Spiller, Aetna

 

11:05 a.m. - 11:15 p.m.  Active Care 
Brian Heath, Combined Benefits United 

 

11:15 a.m. - 11:25 p.m.  Partnering with an Expert

Angela Wilkinson, Combined Benefits United

 

11:25 a.m. - 11:35 p.m.  MDRT

Dave Spellman, Pratt Financial Group, Inc. 

 

11:35 - 11:45 - Break

 

11:45 a.m. - 12:30 p.m.  Every Dime, Every Day

Kevin Frisbie, Combined Benefits United

 

12:30 p.m. - 1:00 p.m. Lunch  

 

1:00 p.m. - 1:45 p.m. Producer Jeopardy and $3,000 in cash and prizes!

  
Please R.S.V.P. by email or phone by Monday, November 11 so we can ensure the proper headcount for coffee, pastries, 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"
 
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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.