CBU News  
A Monthly Update for Insurance and Financial Professionals
May 2013  View our profile on LinkedInLike us on FacebookFollow us on TwitterView our videos on YouTube
Greetings!

December is a great time to reflect on another great year with Combined Benefits United. Thank you for all of your hard work and dedication throughout 2013. We have set our goals high for 2014, and are looking ahead to another successful year!
 
In this e-newsletter, we congratulate Jac Arbour on the release of his first book, "May You Drink from the Saucer." We also review three exciting incentive trips, and discuss how you can grow your business in 2014 through the Asset Preservation Workshop and the Social Security Rescue Seminar.
 
Have a safe and enjoyable holiday season and we look forward to working with you in 2014. Cheers!
CBU Celebrates the Release of Jac Arbour's First Book
"May You Drink from the Saucer"

 

CBU would like to congratulate Jac Arbour on the release of his first book, "May You Drink from the Saucer: Timeless Truths for an Extraordinary Life."

 

Jac Arbour's entrepreneurial spirit and his desire to share the wisdon of his mentors inspired him to write his first book: "May You Drink from the Saucer." Jac's second book, This Little Piggy, is a coming-of-age parable with financial and personal development lessons for readers of all ages. Jac's commitment to the financial literacy and personal development of others fuels his passions for philanthropy and community involvement. Jac has made it a focus to integrate these passions into his life insurance and estate planning career.

 

Danny Cox, author and hall of fame speaker praises, "This book forms a firm foundation for building a significant life full of barrier-breaking accomplishment and personal fulfillment. Your underdeveloped potential is about to go for quite a ride!"

 

"May You Drink from the Saucer" is your starting point for a life overflowing with learning, growth, and fulfilled dreams! These timeless truths and practical ways to apply them will serve you right away and for the rest of your life.

 

Please join us in congratulating Jac on this outstanding accomplishment. To learn more about "May You Drink from the Saucer: Timeless Truths for an Extraordinary Life," click here to view the full book cover.

Asset Preservation Workshop
A Turn-Key Marketing System with Select Territories 

 

Looking for new Life and Annuity prospects? Our Asset Preservation Workshop (APW) is a complete turn-key system designed to continually deliver an audience of new prospects to you each month by hosting a two-hour educational seminar.

 

Plug into a complete marketing business development system that provides a national speaker, seminar presentation, and an estate planning attorney's expertise. We do the work; you don't even need to worry about the presentation. We deliver a national speaker to present at your seminar and partner with a local estate planning attorney. Then, you cultivate attendees (and no-shows) into clients by using proven APW techniques.

 

Here's a highlight video of an actual Asset Preservation Workshop:

Asset Preservation Workshop
Video of an Actual Asset Preservation Workshop


 

To learn more about Asset Preservation Workshop, click here or call the CBU Office at 1-866-275-3345.
 

 

Social Security Rescue Seminar
A Turn-Key Marketing System with Select Territories
  
Not all Social Security Systems are created equal, and we'd like to show you why ours is different. 
 
Our Social Security system has been successfully tested in over 40 markets, and it is a complete marketing and business development system that provides:
  • Personalized Social Security Income Analysis for Each of Your Clients-An Actual Benefit Report!
  • Continual Stream of Qualified and Interested Prospects
  • One Hour Presentation
  • Evening Seminar with No Food
  • Successful Market Testing

Here's a highlight video of an actual Social Security Rescue Seminar. *Please note these important stats before watching the video:

  • 2,904 mailers sent to proper demographics
  • 84 qualified prospects attended the seminar (54 units)
  • 33 evaluation forms (leads) handed in after the seminar
  • 17 appointments confirmed the day after the seminar
Social Security Rescue Seminar
Video of an Actual Social Security Rescue Seminar

To learn more about Social Security Rescue, click here or call the CBU Office at 1-866-275-3345.

 

All Aboard the S.S. CBU
2013 Incentive Trip      

 

Royal Princess
Join Combined Benefits United and Magellan Financial aboard the all new Royal Princess Cruise Ship by Princess Cruises. This 7 day sales celebration will be one of the best trips we have ever offered, and we look forward to seeing you there! This could be you!
 
Celebrate your success in 2013 with CBU and Magellan Financial. This is a 7 day all-expense paid Caribbean Cruise! To attend this incentive trip with a guest, please see the production requirements below. All business must be issued and paid from January 1, 2013 - December 31, 2013.
  • $3 Million FIA Premium
  • $300,000 Target Life Premium
  • Combination of Life/Annuity

With stops in St. Thomas and St. Maarten, this trip is destined to be an experience to remember as we visit some of the most beautiful islands in the Caribbean. Click here to view a tour of the Royal Princess Cruise ship.

 

You do not want to miss this trip. For more details call the CBU office at

1-866-275-3345.

Serenity: Tour the Blue
Washington National Sales Incentive
 
For the 2014 Sales Celebration, Washington National is raising the bar with an incentive trip that surpasses even their own standards.
 
From April 30-May 7, 2014 the most ambitious Washington National agents of 2013 will travel on board Crystal Cruises' Serenity ocean liner for a seven night luxury voyage. This journey of a lifetime will carry qualified agents to four historic ports along the coasts of Italy, Greece and Turkey. To attend this incentive trip, please see the requirements below. All business must be issued and paid from January 1, 2013-December 31, 2013.



For more details on this incentive trip, click here or call the CBU office at 1-866-275-3345.

Foresters Exciting Rewards
2014 Destination

 

Where in the world will Foresters Destination 2014 take you? How about the Monte Carlo Inn in Toronto, Canada? Definitely not. How about the Monte Carlo Resort and Casino in Las Vegas? Vegas is okay, but that's not the way Foresters does Destination. That's why Foresters has chosen Monte Carlo, Monaco for Foresters Destination 2014.

 

But that's not all. Foresters Destination 2014 is offering a luxurious stay at the world-class Fontainbleau hotel near Florida's South Beach. This stunning resort is exclusively for Prestige Level producers.

 

In order to qualify for the exciting incentive trip, producers must have 80,000 Destination Credits and 12 new life cases. All business must be issued and paid from January 1, 2013-December 31, 2013. Each qualifying agent is entitled to one of two trips only.

 

To learn more about Foresters Destination 2014, click here or

call 1-866-275-3345.

7-Up Challenge

Secrets to Success     

  • Get Up: Get out of bed before anyone else. Getting up 30 minutes earlier every day gives you 16 extra selling days a year!
  • Suit Up: Dress to look, sound and feel your best. Why risk a poor first impression?
  • Show Up: The average sales person barely works on Monday and Friday. Just showing up will put you 40% ahead.
  • Read Up: 30 minutes a day will make you an expert. In a year, that's about 125 hours - on average what it takes to get a Bachelor's degree.
  • Dial Up: Commit to a number of calls every day, and then raise it. Next to face-to-face, the phone is still y our most effective and efficient selling tool.
  • Put Up: Endure the challenges and then put your sales numbers on the board. Seeing your numbers can motivate you to drive for the top of the list.
  • Pump Up: Positive self talks will program your subconscious mind. Try the interrogative self talk; turn a pep talk into a question.
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 



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"
 
In This Issue
MYDFTS
APW
SSR
S.S. CBU
WNIC Incentive
Foresters Incentive
Sales Tip

Quick Links
  
Combined Benefits United

89 Water Street
Suite 2
Hallowell, ME 04347