Become an Investment Advisor Representative
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Become an Investment Advisor Representative - A Turn-key Program to the Fiduciary Standard
Recent News
Allianz Training March 1st in Portland, Maine
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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.
DOL Fiduciary Rule - Listen to Recorded Webinar
Submitted by stephanie@cbute... on
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.
Buzz of the Holidays
Submitted by stephanie@cbute... on
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!
Act Today on the DOL Fiduciary Rule!
Submitted by stephanie@cbute... on
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!
2016 Marketing Programs
Submitted by stephanie@cbute... on
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
Submitted by stephanie@cbute... on
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.
You're Invited on November 20th - Win $, Gain Wisdom + Social Security Updates
Submitted by stephanie@cbute... on
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!
Kennebec Valley Chamber Expo 2015
Submitted by stephanie@cbute... on
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.
Come Learn About Social Media and Branding
Submitted by stephanie@cbute... on
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.