From April 30-May 7, 2014 Washington National Insurance Company hosted their annual incentive trip. Combined Benefits United top producing voluntary benefits agents experienced an unforgettable seven night journey aboard the Serenity with stops in Sorrento-Italy, Taormina-Italy, Greece and Istanbul-Turkey. CBU would like to congratulate Justin Cotta Holmes who was presented with the Agent of the Year for the West Region award at this years sales celebration.
Combined Benefits United and Magellan Financial hosted their annual incentive trip from April 20-27 aboard the Royal Princess Cruise ship by Princess Cruises. With stops in St. Thomas, St. Maarten and Princess Cays, this all-inclusive Caribbean Cruise was an experience to remember.
You're invited to Nelson Griswold's Broker Boot Camp! Brought to you by Combined Benefits United and Washington National.
When: Monday, June 2, 2014
Time: Check-in begins at 12:30 p.m., Workshop runs from 1:00 p.m. to 4:00 p.m.
CBU is always encouraging producers to continue their education and sales training, and we highly recommend the courses at Dale Carnegie.
The CBU office staff enjoyed the fresh Rocky Mountain air in Colorado last week, and it sure was a blast! A big thanks to everyone that pitched in to cover the day to day office tasks so we could take on the 12,000+ ft. peaks. A much appreciated reward trip to Breckenridge, CO from the infamous Ray Vallee!
Justin Cotta Holmes is the Principal and Founder of Inform, a firm specializing in retirement planning, life and long-term-care insurances, and business and employee benefits.
CBU is excited to announce that two agents qualified for the Washington National Sales Incentive Cruise. From April 30-May 7, 2014, these producers will travel along the coasts of Italy, Greece, and Turkey for a seven night luxury voyage. The two agents that qualified for this incentive trip are:
CBU is proud to announce that five agents qualified for the CBU and Magellan Financial 2013 Sales Celebration. In order to qualify for this 7 day incentive trip, agents had to fulfill the following production requirements and all business must have been issued and paid from January 1, 2013-December 31, 2013.
Lena-Jo Hartley, President and Owner of Downeast Financial Group, is a valued partner of Combined Benefits United, and we are thrilled to share her Business Profile that was featured in the December issue of Lewiston-Auburn Magazine.
A big thank you to the agents that attended our two-day university that covered the ins-and-outs of hosting a successful Asset Preservation Workshop and Social Security Rescue Seminar.