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.
Raymond Vallee, Jr.
President
Brian Heath
Managing Partner, CBU Benefits
Jeff Harder
Managing Partner, CBU Advantage
Shawn Lyons
Managing Partner, CBU Direct
Stephanie Koetzle
Marketing Director
Shelby McNaughton
New Business Director
Bob Ferreira
Media Director
Stephanie Byras
Sr. VP, Onboarding & Retention
Geoff Card
VP of Business Development
Judd Carlson
Annuity Case Design
Marc Lauffenburger
Director of Life Sales
Magellan Financial
Stephanie Jones
VP of Business Development
Foundations Investment Advisors
Kamara Gibbs
Foundations Investment Advisors
Larry Lewis
Trainer & Mentor
Client Builder Sales & Marketing
Lincoln Baringer
Supplemental Benefits Partner
Travis Mills
Partner, CBU Benefits
Matt Dunn
National Speaker
Social Security & Retirement
Nate Beeson
Strategic Partner
HCS Final Expense Telesales
Greg Bennett
Strategic Partner
BIGLife Financial Services
Don Graves
Strategic Partner
American College of Financial Services