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.
From September 15 to December 15, 2013, Washington National ran a "Power Play Cash Grab Incentive." CBU is excited to announce that ten producers qualified for this cash incentive. From September 15 to December 15, 2013, these agents collectively exceeded $300,000 in NAP. The ten producers who earned this cash incentive are:
CBU is extremely proud to announce that for the week of November 18-November 22, 30% of the top ten nationwide Washington National agents were CBU producers. Combined Benefits United agents submitted over $50,000 in NAP and 9 producers paid for business. Nikki Shields was #2 in the country with $19,846 in NAP, Quang Nguyen was #8 in the country with $9,059 in NAP and Darren Hartley was #9 in the country with $8,934 in NAP.
CBU is very excited to announce that two of our producers were in the top 10 for Washington National sales for the week of November 4-November 8. Justin Holmes was #2 in the country with a NAP of $17,937 and Quang Nguyen was #10 in the country with a NAP of $8,045. Congratulations Justin and Quang, and keep up the great work!
CBU would like to congratulate Jac Arbour on the release of his first book, "May You Drink from the Saucer: Timeless Truths for an Extraordinary Life."
View a live seminar, join our monthly Producer Forum, network with other agents, and get recharged at our sales and incentive event.