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Greetings!
The month of February has a longtime tradition of the Superbowl and as the Seattle Seahawks are celebrating a win, CBU is also celebrating new success! With the dedication of our agents, our turn-key marketing systems, and great new products, we are starting off February with a bang!
In this newsletter, we announce an upcoming Asset Preservation Workshop and Social Security Rescue Seminar University and the Dale Carnegie Training Spring 2014 schedule. We also congratulate producers who qualified for the 2013 CBU/Magellan Sales Celebration. As always, we also have a sales tip from the Million Dollar Round Table.
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Upcoming APW & SSR University
Turn-Key Marketing Systems
CBU is excited to announce that we will be hosting another Asset Preservation Workshop and Social Security Rescue Seminar University.
Over the past twenty five years, financial professionals around the country have utilized seminars in order to share their message. Why? Well, the answer is simple. Seminars provide the ability to tell a story one time to a large audience, rather than to one individual at a time. As a result, you are leveraging the two most valuable assets that you have, yourself and your time.
Asset Preservation Workshop is a complete turn-key system designed to continually deliver new prospects to you each month by hosting a two-hour educational seminar. Plug into a complete marketing and business development system that provides a national speaker, seminar presentation, and estate planning attorney's expertise.
 Social Security Rescue is a proven seminar system that is designed to educate married couples on the best time to enroll for Social Security Benefits. This new system can show couples how to maximize their lifetime income by using fact finders, sales tools, and professionally designed presentation modules. - Preparing and Organizing for Your Seminar
- Organizing Prospects - After the Seminar: The First Appointment
- Expectations - Venue, Client Packets, A/V Equipment
- FIAs & Life Insurance - Positioning the Sale
- Post Sale & Referrals
Date: March 24 and 25, 2014
Location: Seasons Event Center
155 Riverside St
Portland ME 04103
Time: 9:00 a.m. - 3:00 p.m.
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Dale Carnegie Training
Spring 2014 Schedule
For many years, CBU has partnered with Dale Carnegie Training to provide  education to our producers. Dale Carnegie Training emphasizes practical principals and processes by designing programs that offer people the knowledge, skills and practices they need to add value to the business. Connecting proven solutions with real-world challenges, Dale Carnegie Training is recognized internationally as the leader in bringing out the best in people. Some of the courses that will be offered in Spring 2014 are:
- Dale Carnegie Course: Skills for Success: Build greater self confidence, strengthen people skills, enhance communication skills, develop leadership skills, reduce stress, improve attitude...
- Leadership Advantage: Delegating, managing conflicts, motivating employees, problem solving, planning, time management, handling employee mistakes, accountability...
- Sales Advantage: Prospecting for new business, being credible, asking the right questions in the right order, understanding what the buyer wants, resolving objections effectively, gaining commitment...
- High Impact Presentations: Deliver a message with authority, respond to challenging questions with poise, capture the attention of your audience, influence others when speaking, make powerful/professional impression, speak with ease and credibility...
- First Friday Workshops
To view the entire Spring 2014 Dale Carnegie Training schedule click here or visit the Dale Carnegie Training website.
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CBU Agents Qualify for Incentive Cruise
2013 Sales Celebration
CBU is proud to announce that five  agents qualified for the 2013 Incentive Trip. In order to qualify for this 7 day sales celebration, agents had to fulfill the following production requirements and all business must have been issued and paid from January 1, 2013-December 31, 2013.
- $3 Million FIA Premium
- $300,000 Target Life Premium
- Combination of Life/Annuity
CBU would like to congratulate the producers that qualified for this 2013 Incentive Trip
- Kevin Frisbie
- Jac Arbour
- Ryan Skinner
- Doug Wright
- Bruce Macomber
Congratulations on your success in 2013 and keep up the great work in 2014! Make sure to keep an eye on our incentive programs page to learn about how you can earn exciting rewards and trips.
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WN Sales Incentive Qualifiers
Serenity: Tour the Blue
CBU is excited to announce that two agents qualified for the Washington National Sales Incentive. From April 30-May 7, 2014, these producers will travel along the coasts of Italy, Greece, and Turkey for a seven night luxury voyage. The two agents that qualified for this incentive trip are:
- Brian Heath
- Justin Cotta Holmes
Congratulations to Brian and Justin on an extremely successful 2013 and keep up the great work in 2014!
Make sure to keep an eye on our incentive programs page to learn about how you can earn exciting rewards and trips.
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Tips for Selling Annuities
Closing the Sale 
Even the simple act of clarifying how the annuity works and what the investor will be receiving can be tricky, especially when riders are involved.
- Know your customer. Look at their entire investment portfolio before attempting to sell any annuity and make sure you match the product to the owner.
- Educate your prospect. Educate on what annuities can and cannot do for the prospect, but keep the lessons simple. Too many numbers, charts, and graphs might leave your prospect overwhelmed and unable to decide.
- Understand riders. Make sure that you understand all of the nuances of a rider before attempting to sell one to your client.
- Maintain contact. Stay in touch with your clients as they go through different life stages and look out for opportunities to present additional annuities to suit their income needs.
- Stay abreast of what is happening in the news. This will let you stay up-to-date on any tax-reform initiatives that might affect some of the financial products you are selling.
- Make sure you own some annuities yourself.
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 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 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"
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Combined Benefits United
89 Water Street
Suite 2
Hallowell, ME 04347
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