CBU Advantage empowers Medicare agents to grow their business and succeed in the senior market. With a full suite of tools, resources, and support, our partners have everything they need to build strong client relationships, expand their agency, and achieve long-term success. Advisors choose CBU Advantage because we go beyond providing products—we provide mentorship, technology, and strategies that make business growth simple and sustainable.
At CBU Advantage, our training programs are built for real-world success. Led not only by our expert management team, but also by high-performing advisors and agents who are actively building and leading teams, these sessions give you a front-row seat to proven strategies and hands-on mentorship.
From foundational onboarding to advanced sales techniques, marketing strategies, and client-retention practices, you’ll gain the insight and confidence to thrive in every area of your business. Our advisor-led workshops, peer-spotlight sessions, and field-driven training combine with our comprehensive resources to ensure you’re learning from those already excelling in the field.
Whether you’re refining your presentation skills, building an agency-growth plan, or developing new campaigns, our goal remains simple: to equip you with the training, tools, and support to build a business that lasts.
Our Weekly Medicare Agent Zoom Calls take place every Tuesday 1PM ET/12 PM CT, hosted by CBU Advantage Managing Partner Jeff Harder. Why make this part of your Tuesday routine? Every week you’ll get:
Join Judd Carlson, VP of Sales at Magellan Financial, for Wealth Wisdom Wednesday, where we’ll explore how annuity solutions can complement your Medicare business. Learn how to position annuities within retirement and income conversations, overcome common objections, and provide clients with more complete financial protection — all while growing your book of business.
2nd Wednesday of Every Month | 1:00 PM EST
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At CBU Advantage, contracting doesn’t have to be complicated. Our experienced team simplifies every step — from initial licensing to carrier certifications — so you can get appointed quickly and start helping clients sooner. With dedicated support, online processing, and proactive communication, we make onboarding smooth, compliant, and stress-free. Explore the steps below to see how our contracting support sets you up for success.
Our contracting team assists with every stage of licensing, from initial state applications to renewals and appointment tracking. We ensure your credentials stay active and compliant so you can focus on serving clients — not paperwork.
We guide you through establishing your business entity correctly from the start — whether as an LLC, corporation, or partnership — ensuring your structure aligns with carrier requirements and future growth goals.
When ownership or management changes occur, our team handles the necessary carrier and state updates quickly to avoid interruptions in commissions or appointments.
Errors and Omissions insurance is a must — and we help you secure the right coverage at competitive rates. Our contracting department ensures your policy details are current and accepted by all carriers you represent.
Your business is your legacy. We provide the guidance and documentation support needed to establish a clear succession plan that protects your contracts, clients, and commissions for years to come.
We simplify the onboarding process through our online contracting system — eliminating redundant forms and accelerating approval times. From submission to appointment, our goal is to get you selling fast.
Our team helps you navigate annual AHIP certification and carrier-specific training requirements with ease. We provide reminders, resources, and troubleshooting support to ensure you remain certified and ready each plan year.
We partner with top national and regional carriers, each with their own certification process. Our contracting specialists guide you through carrier-specific training, testing, and onboarding so you’re ready to offer clients a complete range of Medicare options.
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.
