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A Provider of AIB Products Referring Insurance and Annuities Customers |
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Course Description: Referring Insurance and Annuities Customers introduces students to the features and benefits of various insurance and annuity products. The course begins with a discussion of a bank's role in selling insurance and annuities, including the student's responsibilities as an unlicensed employee. Students will then learn about different forms of life insurance and why people need them, as well as other insurance products including disability insurance, healthcare insurance, property and casualty insurance, and liability insurance. Finally, students will learn about annuities and making referrals to a licensed representative. Throughout the course, students will be prompted to find out more about the specific products offered by their employers, while learning to recognize client characteristics that indicate a need for each product. Audience: Bank personnel who have the opportunity to refer customers to designated, licensed insurance sellers in a bank. Learning Objectives: After successfully completing this program, you will be able to: • Describe how insurance and annuities products and services address a customer's financial needs • Describe the common types and features of insurance and annuity products offered through banks • Identify the customer characteristics that indicate a need for an insurance or annuity product • Use the H.E.L.P tool to make effective referrals to bank-designated, licensed staff Course Credits: AIB: 0 ; ICB: 0 Prerequisites: Students should have a basic knowledge of the products and services your bank or financial institution offers Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95 • NonMembers $130  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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