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

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 materials.

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.

Please contact our recruiter, Juliet Kelsey-Holmes, or call 1-866-275-3345 for more information.

Not all seminar systems are created equal. A top producing IMO or FMO gets it. We market test and fine-tune our systems before offering them to agents. Two of our most popular retirement seminars - Asset Preservation Workshop and Social Security Rescue - have been pulling in attendance numbers that will knock your socks off, even in today's most competitive zip code areas:

• Stefanie Pigeon - Hosted her first Asset Preservation Workshop in St. Albans, VT on January 16, 2014. She had over 100 attendees (70+ households) and 43 people asking for a first appointment.
• Chris Steiner - On January 23, 2014, Chris hosted his first APW in Trenton, ME with results of 55 units and 21 people asking for first appointments.
• Richard Pelletier - His first two SSR workshops were on February 3 and February 11 in Chicopee, MA with a combined 123 units in attendance and 52 people asking for first appointments.

For more information on these turn-key marketing systems, click here or call the CBU Office at 1-866-275-3345. 

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. 

Washington Nation Active Care is a supplemental product that conveniently combines the best features of cancer, heart/stroke, hospital and accident policies, with benefits for additional critical illness.

Why Active Care?

• Competitive Commissions
• Fully customizable to work for every group and client
• Newly approved in Maine
• Indemnified benefits and lump-sum payments up to $100,000 for major illness
• Benefits for Alzheimer's disease, diabetes, TIAs, hospital stays and annual care

Washington National Active Care can easily transform and grow your group and individual business.

To learn more about Washington National Active Care click here or call the CBU Office at 1-866-275-3345. 

Combined Benefits United has partnered with Harry Grindall to continue to offer tools to agents looking to use Reverse Mortgage Solutions for their clients. This system is designed for clients that are 62 and older and have a desire to continue living at home.

Reverse Mortgage Solutions can help clients liquidate home equity into cash and to use that money as a financial asset. For more information about this system, click here or call the CBU Office at 1-866-275-3345.

Combined Benefits United would like to congratulate Jac Arbour on the launch of his website. Jac's career in financial planning, insurance and sales have brought him many accolades. Jac graduated from Bowdoin College in Brunswick, Maine, and was initially tracked for a career in dentistry. By the end of his sophomore year, however, he realized that he was better suited for a career in sales. After becoming a top salesperson for Combined Benefits United and qualifying for the Million Dollar Round Table in his first five year in the insurance business, Jac was soon in demand as a professional speaker. He is the CEO of ProCeeds Press, Vice President of Combined Benefits United, and makes numerous speaking appearances each year.

Jac is the author of two books, "May You Drink from the Saucer: Timeless Truths for an Extraordinary Life" (released, Fall 2013) and This Little Piggy: How One Little Pig Learned to Build True and Sustainable Wealth (for release in 2014).

To learn more about Jac, ProCeeds Press, or to purchase a copy of "May You Drink from the Saucer," click here to visit Jac's website.

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,