Training

Our experts. Your goals.

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.

Richard Abbondanza
Estate Planning Attorney
Lance Gilman
Social Security Issues
Marc Lauffenburger
Life Insurance Expert
David Stearns
Dale Carnegie Certified Master Trainer
Susan Hopp
Social Security and Retirement Planning
Brian P. Heath
Kevin Frisbie
Top Annuity Producer
Raymond Vallee, Jr.
Life and Annuity
Producer Forums

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.

Webinars

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.

Training Videos

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."

Seminar Coaching and Support

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.