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.

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

CBU Benefits

Lincoln Baringer

Vice President

Jonny Burgess

Regional Manager

Stephanie Jones

VP of Business Development
Foundations Investment Advisors