It is important to set goals for yourself both professionally and on a personal level. Here are some ways to keep yourself motivated as we begin a New Year.

 

Start the year off by getting prepared and keeping your eye on the prize. Research companies that you work with and service. Take inventory of your assets and liabilities. Also, set goals to stay focused and start the New Year off strong. It is important to not only set long term goals for the New Year, but short term goals as well. Create a plan of action and ways to track progress daily, weekly, monthly, and annually for personal and financial success.

CBU Division Leaders for 2013

Combined Benefits United would like to thank all of our producers for their continued dedication and hard work in 2013. We would like to recognize the top agents of the three divisions within CBU for 2013.

 

Kevin Frisbie, Senior Division Manager at Combined Benefits United, led the Life and Annuity Division in 2013. Kevin hosted numerous seminars throughout 2013, including the Asset Preservation Workshop and Social Security Rescue Seminar, which contributed to his production throughout the year. 

 

CBU's Senior Division was led by Medicare Specialist Christine Gross. Throughout 2013, Christine's educational and no pressure approach has allowed her to not only work with individuals in the area of Medicare, but she has been able to expand her business by partnering with experts in life insurance, long term care planning, and asset protection strategies.

 

 

Justin Cotta Holmes, Worksite Specialist, led CBU's Worksite Division in 2013. Justin worked with many different employers to provide voluntary benefit options to employees. Not only did Justin reservice current groups, but he also enrolled a number of New Groups in voluntary benefit products. 

 

Congratulations Kevin, Christine and Justin on a very successful 2013 and keep up the hard work in the new year!

Allianz Preferred Series

This new product line from Allianz, the Allianz Preferred Series, can offer you several advantages in the fixed index annuity market.

 

Why Allianz Preferred? Unprecedented demand along with steady growth of the fixed index annuity market has brought increased attention to the sales practices of annuity producers and marketing organizations throughout the country. This trend reinforces the importance of Allianz's leadership role. Allianz strives for leadership in product training, commitment to suitability, and most recently, partnering with preferred IMOs (such as Combined Benefits United) to ensure that there are trained suitability and compliance professionals who can help navigate suitability and ensure that the materials you use with clients - such as seminars - are compliant with ever-changing regulatory requirements.

• Allianz 360 Annuity - Allianz 360 Fixed Index Annuity with its 360 benefit rider (available at additional cost) can help your clients address both halves of the retirement puzzle - accumulation and income.
• Allianz 365i Annuity - Allianz 365i Fixed Index Annuity gives your clients the potential for indexed interest, plus a 6% bonus on any premium that they place in their annuity within the first three contract years.
• Allianz 222 Annuity - Allianz 222 Fixed Index Annuity is a new flexible retirement income solution you can customize to your clients needs. In addition to the features you expect from fixed index annuities - such as tax deferral, principal guarantees, and a death benefit - it also gives your clients more options for accessing those features and benefits. 

To learn more about the Allianz Preferred Series, click here or call the CBU Office at 1-866-275-3345.

Video of an actual Asset Preservation Workshop

Our Social Security Rescue Seminar has been successfully tested in over 40 markets, including New England, and it is a complete business development program 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

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

 

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