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AIB - REFERRING INSURANCE AND ANNUITIES CUSTOMERS
Self Paced course: ABA eLearning
Price: $95 members; $130 non-members ENROLL NOW
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: Any employee who has the opportunity to refer
customers to designated, licensed insurance sellers in a bank.
Learning Objectives:
After completing this course,
students 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
Prerequisites: Before taking this course, students
should have a basic knowledge of the products and services their bank
or financial institution offers.
Course Credits: AIB credits - 0.25
For further information, please call Elisa Legg at 212-297-1679 or elegg@nyba.com.
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