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.
Navigating the Effective Date Deadlines for the New File-and-Suspend and the Restricted Application Rules
With the recent “surprise” legislation that revealed Congress is killing the File-and-Suspend and Restricted Application claiming strategies for maximizing Social Security benefits, even those who weren’t previously aware of the strategies are now wondering whether it’s something to take advantage of before the new rules go into effect.
Wow! It's November, and the trending news around here is that we're giving away $5,000 on Friday, November 20 in Portland, ME during our final Producer Forum of 2015. Please mark your calendars to attend! Our famed November Producer Forum is an annual event where we give away $5,000 in cash throughout the day. Plus, you'll hear from speakers that will give you the KNOWLEDGE and WISDOM to make 2016 your best year ever!
This exciting and highly regarded annual business networking event is held each October at the Augusta Civic Center. Over 100 businesses and organizations of the Augusta Maine Capital Area exhibit their services and wares. Each year, Combined Benefits Untied takes part in the event and looks forward to see many of our clients such as: The Children's Center, Kennebec Valley YMCA, Augusta Fuel, Delta Ambulance and many others. The event reminds us of the wonderful community that we live, work and play in here in the capital area.
During a recent CBU survey, one of the top requested topics that advisors have requested is more information on the use of social media as it pertains to prospecting.
Congratulations to Combined Benefits United's Office Manager Shannon Ferran for graduating from Dale Carnegie's Skills for Success Course! Love that smile and keep up the great work!
It's September, and Life Insurance Awareness Month (LIAM) has arrived. Life insurance and annuity producers should be taking advantage of this opportunity to market their services to clients.
The following is a collection of articles, videos and a podcast that can offer some marketing ideas for September:
If you're selling Indexed Universal Life and you want to have the most amount of knowledge so you can make 2015 your best year, you're invited to attend Combined Benefits United's 2015 IUL Bootcamp. As a free gift for attending, you will receive a copy of our 2015 S&P 500 Annual Point to Point Performance Report.