Office Assistant, Marketing Assistant and Claims Processor
Where did July go?! No need to worry, we still have a few more months of this beautiful summer weather. We hope everyone is staying busy with work and enjoying your time off as much as possible. In today’s recent news we wanted to let everyone know about two huge opportunities coming your way.
When we asked advisor Chris Shelton to tell us about his experience hosting a seminar on the island of Vinalhaven, Maine, he had a lot of great things to say. It was the very first time Chris’ company Atlantic Financial Group had been out to the island and he was determined to make sure it wasn’t the last. One of his long time health insurance clients and a resident of the small community recommended that it would be a great idea to host a seminar there. He said he couldn’t think of any time he had heard about someone coming to talk about retirement planning in the area.
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.