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
Stephanie Koetzle
Chief Operating Officer
Shelby McNaughton
Chief Financial Officer
Bob Ferreira
Creative Director
Joanna Shelton
VP, Sales & Marketing
Stephanie Byras
Sr. VP, Onboarding & Retention
Daina Ashley
Life Insurance & Admin Support
Judd Carlson
Annuity Case Design
Marc Lauffenburger
Director of Life Sales
Magellan Financial
Kamara Gibbs
Compliance
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