AIB Referring Insurance and Annuities Customers (AIB-3444)    

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This AIB course introduces the retail banking employee to the insurance products available in banking institutions. Participants learn about the many types of insurance products available, their basic features, and how they meet customers’ financial needs. BY learning to identify referral opportunities in typical customer contact situations, participants apply their understanding of customer needs to make skillful referrals to a licensed insurance sales representative within their organization.

Delivery Options

Self-Paced Online

Audience

Any employee who has the opportunity to refer customers to designated, licensed insurance sellers in a bank.

Learning Objectives

   At the conclusion of the program participants will be able to:

• Describe how insurance products and services address customers’ financial needs
• Describe the common types and features of insurance products
• Describe the role of licensed insurance sellers in the bank
• Explain the benefits of insurance products
• Make effective referrals to bank-designated, licensed insurance sellers

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834