866.275.3345 info@cbuteam.com

MEET RAYMOND VALLEE, JR.
Learn more about Ray’s “Philosophy of Giving,” and the personal approach he takes with all CBU Advisors.

  “I get it. As a former life insurance agent, I’ve been in your shoes and I know the challenges you face every day when it comes to prospecting and expanding your business. That’s why I’ve spent the last twenty years helping agents and advisors to implement proven systems, working with them to get control of their business, and create the work/life balance they have always wanted.

Since 2001, we’ve made it our mission to help insurance agents and financial advisors improve their prospecting to drive revenue growth. We believe in going above and beyond in everything we do, because we know the more effort and energy we invest, the better the results will be for you.

Reach out to us and find out why Combined Benefits United is known as “The Right Partner,” and learn how at CBU we do things differently.” 

-Raymond Vallee, Jr.
President | Combined Benefits United

MEET OUR TEAM

Stephanie Koetzle

Chief Operating Officer

Shelby McNaughton

Chief Financial Officer

Joanna Shelton

VP, Sales & Marketing

Stephanie Byras

VP, Onboarding & Retention

Bob Ferreira

Creative Director

Brian Heath

Managing Partner
CBU Benefits

Jeff Harder

Managing Partner
CBU Advantage

Judd Carlson

Annuity Case Design

Larry Lewis

Trainer & Mentor
Client Builder Training

Lincoln Baringer

Benefits Partner

WANT TO LEARN MORE ABOUT COMBINED BENEFITS UNITED?