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.”
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.
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.
Richard Pelletier is a lawyer and insurance professional who serves as a Financial Advisor to clients based primarily in and around the area of Springfield, MA. Fueled with an immense energy to serve, Richard’s true professional satisfaction comes from helping working families receive the attention and expertise necessary to plan for a successful...
View a live seminar, join our monthly Producer Forum, network with other agents, and get recharged at our sales and incentive event.