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Bank Insurance, The Sales & Marketing Guide to

Author: Michael D. White, Ph.D., CLU, ChFC
ISBN: 0872182347

Banks are diversifying into the sale of life insurance, annuities, and property and casualty coverages. The S&M Guide to Bank Insurance details the strategies that producers should follow to establish profitable relationships with banks and other institutions

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Bank Insurance, The Sales & Marketing Guide to
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Pub Number: 2670000
Price: $27.20

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Traditional lines separating banking and insurance agency selling activities continue to blur, and the doors to profitable selling opportunities are swinging open for those with foresight. Those who succeed will be partnering with financial institutions to sell to new prospects-bank customers. Find out how to establish profitable relationships with banks and financial institutions that result in more sales. Using this book, you'll learn about:

  • How banks currently sell insurance and annuities
  • Opportunities for a traditional agency and financial institution to profitably join forces
  • The potential for selling business-related insurance to commercial banking customers
  • Types of bank and insurance agency relationships
  • How to effectively integrate insurance into a banking operation