The third Friday of every month, CBU hosts an educational event called the Producer Forum. The forum is designed to bring insurance and financial professionals together to collaborate and idea share as well as to enjoy a delicious lunch too.
Producer Forum Agenda
9:00 a.m. - 9:15 a.m. Welcome and Introductions
Raymond Vallee, President, Combined Benefits United
9:15 a.m. - 9:30 a.m. Gearing Up For Medicare Season
Brian Garity, President, Garity Advantage
9:30 a.m. - 10:30 a.m. Fitting Life Insurance into a Sound Financial Plan
Van Mueller, Renowned International, NAIFA and MDRT Keynote Speaker
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 11:45 a.m. The Simple Ways to GET and CLOSE Life Appointments
Van Mueller, Renowned International, NAIFA and MDRT Keynote Speaker
11:45 a.m. - 12:00 noon The Opportunity With Aetna This Year
Janet Spiller, Field Trainer & Agent Support, Aetna
12:00 p.m. - 12:15 p.m. Closing Remarks
Raymond Vallee, President, Combined Benefits United
12:15 p.m. - 1:00 p.m. Lunch and Networking
Provided by Combined Benefits United
