Any broker can provide advisors with the most competitive products on the market, and we do. But that’s only the beginning. We focus on the systems and training that advisors need to get product in front of more clients and to close more business. Divided into three divisions – Life Insurance and Annuity, Worksite Benefits, and Senior – CBU works with each individual advisor to assess their needs and put them on the Fast Track to success.
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The Three Divisions of CBU
Life Insurance and Annuity, Worksite Benefits and Senior Division
Jac Arbour, Manager of our Life Insurance and Annuity Division
Life Insurance and Annuity Division
Life Insurance and Annuities can be important investment solutions for your clients. Successful agents differentiate themselves by keeping up on new products and knowing how to position them with the right prospect. But, how do you find the right prospect? That’s where CBU can help. We excel in mentoring agents through our proven marketing systems, especially our two most popular retirement planning programs – Asset Preservation Workshop and Social Security Rescue. We continually train Million Dollar Round Table Qualifiers and the industry’s top producers on how to use these systems. Product, training, systems, and mentoring are why CBU continues to have top of the table producers.
Worksite Benefits Division
Voluntary Benefits, now more than ever, are extremely relevant in today’s health insurance atmosphere. Business owners, HR directors, and employees are finding these products to be the solution that fills their current benefits gap. CBU guides agents through a strategic selling process which is proven to open doors at local businesses and well-known companies. Our success extends throughout our nationally-ranked, motivated, and talented Worksite Division team.
Claims Support:
Let’s talk about claims. One of the biggest road blocks for agents in the Voluntary Benefits industry is the issue of claims support. How do you, as an independent agent, have time to do it all? Well, agents that partner with CBU have full access to our in-house claims support staff. Thus allowing you to focus on what you do best – selling. Here’s how it works. When your client is ready to submit a claim, they just call our office to receive the support needed to receive their benefit fast. We’ll keep you posted on the progress of the claim so you can follow-up with your client once it’s fully processed. Simple, easy and puts you in the “hero” spotlight.
Brian Heath, Manager of our Worksite Benefits Division
Kevin Frisbie, Manager of our Senior Division
Senior Division
As our population ages, the need for highly trained Medicare and Long-term Care agents is paramount. Today, savvy Seniors expect more from their agents than just the best Medicare plan. They are concerned about issues such as: long-term care alternatives, guaranteed income strategies, and asset protection solutions. For seasoned Medicare experts that want to do more with their client list, CBU offers the systems and the training for agents to grow and prosper.
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Recent News
SECURE Act Update |
1/21/2020
4 Common Mistakes That Retirees Often Make |
3/26/2019