About CBU
Combined Benefits United is a field marketing organization that takes a personal approach to helping financial and insurance advisors succeed.
Seminar Systems
Market-tested and proven to position advisors as a knowledgeable resource for Social Security and Retirement solutions.
Advisor Training
In addition to monthly forums, webinars and 24/7 access to sales materials, our top producers provide hands-on mentoring.
Mentorship
The guidance you need to rock. Period.
We believe that our experienced advisors can be an integral part of growing your business. Our Mentoring Program pairs emerging advisors with top producers in order to gain a solid foothold with our systems.
“I'd been trying to generate new revenue streams and offer additional services to my book of Medicare clients for years, but I just didn't have the right approach or the knowledge to do it successfully. The Social Security Rescue seminar combined with CBU’s Mentorship program helped me generate over $1M in Annuity premium in the first three months of using these systems. I’m happy to say that because of CBU, I now have the right approach to working my book of business and to finding new clients.”
Angela Wilkinson
Medicare Agent since 2005
Marketing
Marketing is our job, and we take it seriously.
To us, it involves providing advisors with qualified prospects and appointments by use of our proven systems, training programs and sales techniques. From filling a seminar room to sitting with an agent at a client appointment, we do what it takes to help you close more business.
Contracting
Hit the ground running. Fast.
Combined Benefits United has access to over 150 carriers. We offer advisors a contracting process that allows most agents to complete only one set of paperwork for all the carriers they'd like to represent.
Seminars & Events
Learn. Grow. Stay Motivated.
View a live seminar, join our monthly Producer Forum, network with other agents, and get recharged at our sales and incentive event.
Recent News
SECURE Act Update |
1/21/2020
4 Common Mistakes That Retirees Often Make |
3/26/2019