We provide the training, tools, and support that give our agents the Advantage.
At CBU Advantage, we empower insurance professionals to thrive in the Medicare space. As a full-service brokerage focused on the senior market, we provide our partners with comprehensive resources, including a complete product portfolio, dedicated managers and mentors, business development plans, customized marketing materials, lead programs, co-op marketing dollars, and technology platforms to enroll and maintain relationships. Our goal is to help you build and grow your own agency and sales team, unlocking the strategies and tactics that have enabled our partners to write over 150,000 applications annually.
With over 20 years of experience helping agents and advisors grow their Medicare businesses, Ray brings a deep understanding of the challenges agents face in prospecting, compliance, and client growth. He is dedicated to providing the tools, systems, and mentorship that empower agents to succeed. Under his leadership, CBU Advantage focuses on driving agent performance, streamlining operations, and creating opportunities for long-term growth.
With extensive experience in Medicare sales and agent support, Jeff focuses on helping advisors grow their businesses and achieve measurable results. As VP of Business Development, he works closely with agents to provide the training, tools, and strategies needed to succeed in a competitive marketplace. He is committed to fostering strong partnerships, driving agent performance, and supporting the growth of CBU Advantage’s Medicare network.
Our vision is to be the nation’s most trusted partner in Medicare distribution—where every agent has the advantage of expertise, technology, and collaboration to achieve lasting success in a changing industry.
At CBU Advantage, our mission is to empower insurance professionals to grow thriving Medicare businesses by providing the right training, tools, and support. We’re committed to delivering trusted partnerships, innovative resources, and personalized guidance that help agents serve clients with confidence and integrity.
Complete the form below, and a member of our Business Development team will reach out to discuss how CBU Advantage can help you get started.
