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We will take you beyond essential product knowledge and provide you with the confidence and expertise you need to generate more business. To heighten your business aptitude, you must recognize that your clients in the senior market have far reaching insurance and financial needs. As importantly, they are wealthiest demographic in the country with the means to make informed financial decisions.
By partnering with our team of dedicated insurance and financial planning specialists, we will position you and your practice with abilities to meet their needs, and grow you business to newfound heights.
CBU Advantage now has access to the latest enrollment tool in the industry. Utilizing a web- based enrollment platform, our agents can enroll their clients into the most competitive plans. It is now easier than ever to store SOA’s, customize quotes using a client’s Rx regimen, and enroll.
Other benefits include offering year-round training and marketing opportunities, as well as:
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