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AIB - REFERRING INSURANCE AND
ANNUITIES CUSTOMERS
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:
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Describe how insurance and annuities products and
services address a customer's financial needs
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Describe the common types and features of insurance
and annuity products offered through banks
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Identify the customer characteristics that indicate a
need for an insurance or annuity product
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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
- 0.5;
CEU credits - 0.5
Delivery Methods:
This course is available in the following formats:
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