We want our advisors staying at the forefront of the information highway. Together, with our team of experts, our goal is to have the information you need at your finger tips. Our expert trainers present on a variety of topics that keep our advisors on the top of their game.
Contracted agents are given full access to their live events and online trainings.
Throughout the year, CBU hosts multiple trainings across the country, primarily in New England, called the “University”. The University is a 1.5 day event that instructs advisors on how to successfully host a Social Security Seminar and Asset Preservation Workshop. It’s also a networking opportunity for agents to meet CBU mentors and to observe our top producers actually host a live seminar. Yes, with real prospects in the room.
We recognize that all agents have different areas of expertise, which is why we believe in the team approach to get agents writing business faster. We offer mentors to agents that want to learn and grow while at the same time prosper. Agents that often time team up with our mentors:
On the third Friday of every month, CBU in partnership with Dale Carnegie has a long-time tradition of hosting a Producer Forum. Each forum is open to insurance and financial professionals and is jam packed with fresh sales ideas, personal development pointers and new product information. Widely received by our industry partners, our forum is a productive monthly meeting that you'll surely be glad you attended.
The Advisor Training Center is a division of Combined Benefits United that addresses the educational needs of our agents. Through a combination of classroom style trainings, agent handbooks and online videos, the Advisor Training Center is designed to bring agents up to speed on any fundamental or evolving insurance concepts.
Each month, a new course will be added to the Advisor Training Center. Agents will have the opportunity to attend the live training event, which follows CBU's monthly Producer Forum (always the third Friday of each month). Courses will be recorded, and then posted online. Any associated manuals, handbooks or training materials will be provided as PFD downloads.
Staying in touch with advisors is essential to success. That’s why our webinars play a fundamental role in how we communicate with advisors. Our experts, top advisors, carrier reps and development team all have a hand in hosting webinars. Advisors can register for webinars ahead of time or find them posted to the Contracted Agent Side of our website.
Our sales events, trainings and Go-To-Meetings are recorded and posted for advisors to view. You’ll find topics ranging from “Your Seminar Greeting” to “Annuity 101."
Hosting a seminar, whether you’re a seasoned veteran or an agent gaining experience, can be a turn-key and lucrative endeavor, if you follow our “steps to hosting a successful seminar”. We’re here to guide you through the process, step-by-step, and to ensure you have qualified prospects to meet and warm appointments in the book.
Learn sales ideas from top producers, then work with them to put your business plan in place. Observe CBU advisors host our most popular seminars - Asset Preservation and Social Security Rescue - then begin hosting them on your own.
Tangible training, in a live setting, that brings together industry experts from across the country. Learn valuable insights each month from our 1-hour Dale Carnegie course as part of the Producer Forum.
Live trainings, mentors and on-demand videos to help make your seminars and follow-up appointments a success.
“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.”
View a live seminar, join our monthly Producer Forum, network with other agents, and get recharged at our sales and incentive event.