Referring Insurance and Annuity Clients

$95.00

SKU: 10288 Category: Tag:

Description

Covers the effective referral model and explains how to refer clients who might benefit from various insurance and annuity products to a licensed representative, and your responsibilities as an unlicensed employee. Introduces the features and benefits of insurance and annuity products, including disability insurance, healthcare insurance, property and casualty insurance, and liability insurance.;
What You’ll Learn
After successfully completing this course, you will be able to:

  • Describe how insurance and annuities products and services address a client’s financial needs
  • Describe the common types and features of insurance and annuity products offered through banks
  • Identify the client characteristics that indicate a need for an insurance or annuity product
  • Use the Effective Referral Model to make referrals to bank-designated, licensed staff
  • Additional information

    Audience
    Credits

    n/a

    Member Price

    95.00

    Non-Member Price

    130.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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