This definitive book is written for anyone who needs strategic planning methods that are specifically designed to create profitable insurance sales programs in a banking environment. You'll gain insight into the wide range of benefits and opportunities that selling insurance in financial institutions can offer. Inside this comprehensive reference you'll find information about:
- How to effectively integrate insurance into a banking operation
- The steps to take to evaluate strategic insurance diversification
- Permissible federal and state banking powers
- Existing bank insurance practices and federally mandated compliance
- OCC Advisory Letter 96-8 Insurance Sales Guidelines
- How banks currently sell insurance and annuities
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