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.
5 months a year, Combined Benefits United hosts a Producer Forum event for advisors. 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 meeting hosted at venues throughout New England and beyond.
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 lucrative endeavor if you follow our turn-key system and 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.