Raymond Vallee, Jr.
President, Combined Benefits United
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.
-Ray Vallee, Jr.
The CBU Team
Shelby McNaughton
Director of New Business
Stephanie Koetzle
Marketing Director
Bob Ferreira
Media & Technology Director
Julia Olko
Office Administrator
Geoff Card
Business Development Manager
Judd Carlson
Annuity Case Design
Division Managers
Raymond Vallee, Jr.
President
Combined Benefits United
Brian Heath
Managing Partner
CBU Benefits
Jeff Harder
Managing Partner
CBU Advantage
Shawn Lyons
Managing Partner
CBU Direct
Prime Partners
Larry Lewis
Trainer & Mentor
Client Builder Sales & Marketing
Marc Lauffenburger
Director of Life Sales
Magellan Financial
Travis Mills
Partner
CBU Benefits
Lincoln Baringer
Vice President
PMA USA
Jonny Burgess
Regional Manager
PMA USA
Stephanie Jones
VP of Business Development
Foundations Investment Advisors