Marketing

CBU Delivers Results

Founded by an agent for agents, Raymond Vallee has built CBU one advisor at a time by recognizing that different people need different tools to succeed. By offering a mix of marketing systems, whether it's seminars, online generation, mentoring, radio or referrals, CBU works with advisors to design marketing plans that bring in a constant stream of qualified appointments.

Social Security Retirement Workshop

Social Security planning is one of the most important considerations for clients when determining their financial outlook and it affects everyone. This translates into a huge opportunity for starting conversations and converting them into sales with current clients and prospects alike.

Asset Preservation Workshop

The Asset Preservation Workshop (APW) is a complete market-tested seminar system designed to continually deliver new prospects to you each month by hosting a two-hour educational seminar. Plug into a complete marketing and business development system that provides a national speaker, seminar presentation, and estate planning attorney’s expertise.

The Mentorship Program

Our Mentorship Program is a powerful approach by which our top producers, with relevant experience, help to train other agents, with lesser experience, to cross-sell and build their book of business. Successful mentoring can make the difference in an agent’s career between making mistakes or strategically avoiding them, between getting off to a fast start or stumbling at the gate.

Creative Services

Today’s consumers have a more integrated approach to finding topics of interest than ever before. They get their information through a variety of mediums. Do they still read the actual newspaper? Some do. Do they still respond to direct mail? Sure, some still do that too. But you know and we know that your potential clients are online, in droves. As a matter of fact, more than 60% of your target demographic can be found online at any given time.

That’s why we believe your audience should be receiving your well-crafted messaging while on the web, flipping through the news columns or retrieving mail from their post box. We create content that sticks with boomers which in return gets our agents appointments. We can do this for you too.

Retirement You

The Retirement You® marketing system has almost $1 million in successful testing, letting the results speak for themselves. For as little as $1595, we can help fill your next workshop. There are no hidden fees and minimal setup involved. The only catch is, we can only work with a limited number of financial professionals in each market, so act now before your competition beats you to it!

Foundations Investment Advisors

Foundations Investment Advisors (FIA) is a Registered Investment Advisor (RIA) that provides a platform for fee-based asset management for Series 65 licensed advisors nationwide. Our in house CFA® provides active portfolio management for retirees, with a goal to minimize market risk while helping maximizing returns.