Our June Producer Forum kicked off the second half of the year by offering a chance for advisors to hone their skills and win some cash. A three-hour training by well-known life insurance expert, Van Mueller, was the focus of the event. As an added element of excitement, the day ended with a CBU Wonka bar giveaway. Of the 50 chocolate bars dispersed, four secretly contained a redeemable Golden Ticket worth $250 each. Ray Vallee, fun-loving president of CBU, dressed as Willy Wonka to deliver the sweets to advisors.
First off, I hope everyone is having an incredible month so far. The weather is beginning to warm up, perfect for getting outside and enjoying the natural beauty your state has to offer!
As mentioned in the title, this month is National Annuity Awareness month. As a top producing FMO our job is not only to work with you to achieve the financial security you need but also to educate. At CBU we believe that you can never have enough tools in your toolbox so we continue to add new strategies and knowledge to yours.
The original Social Security Act provided only retirement benefits for wage and salary earners. In 1939, benefits were added for family members after the worker's death or retirement. Most amendments have expanded the scope of the Social Security program - by extending coverage to more groups of persons, by increasing benefits or by increasing the wage base for taxes and benefits.
I'm sure your clients have a plethera of concerns (and they are not alone). Here are six different talking points to peak your client's interest to attend your next Social Security workshop:
Each spring Combined Benefits United (CBU) sponsors the Maine HR Convention at the Samoset in Rockland, and that's where you'll find us this week! We're here hanging out with over 800 Maine HR professionals as they learn about new industry standards when it comes to things such as employee benefits and supplemental insurance. Indeed, an exciting event for us to attend since we have the opportunity to speak with some of the best HR professionals in Maine.
Allianz Life Insurance Company of North America (Allianz) is a top notch provider of retirement solutions, including fixed and variable annuities and life insurance for individuals. Allianz Life is the leader in the FIA Industry and is bringing their executive sales team to Portland, Maine for the second annual annuity training - exclusively for CBU Advisors and those looking to partner with our organization.
You are probably aware that the Department of Labor's fiduciary rule on retirement money is expected to upend your annuity business.
But in all the back and forth about the rule, we have had a pretty good idea what's been on your mind: You want to know what you need to know when you need to know it.
December is upon us which brings about the buzz of the holidays and a scurry of year end sales. It's also a time where many of our carriers are offering new sales opportunities, product enhancements and incentives to start 2016 off right.
Our December e-news offers a taste of what's to come in 2016. We wish you a Happy Holiday Season and look forward to a Healthy and Prosperous New Year!
See you at the next Producer Forum on Friday, January 15th in Portland, ME!
Please join us in participating in the grassroots campaign. Get the word out that there is a vote this Friday hitting the Senate floor to block appropriations for the DOL and delay the funding of the rule. Follow the link below, Click "Communicate with your Senator Now", enter a zip code, and send a letter off! More than this, make a phone call or e-mail to the Senator's offices in order to take action now!
As we look ahead to 2016, we have some innovative online and traditional marketing programs to roll-out in the coming year. Some are currently being designed and others are in the initial testing phase. Our tried and true seminar systems are still available but will be significantly enhanced.
Our staff, seminar speakers and FMO partners are busy prepping materials and setting dates for a formal launch of these new seminar, online marketing and annuity lead programs.