A Comprehensive Guide to Bank Insurance

"This comprehensive volume should be 
compulsory reading for bankers and insurance executives
who are considering a joint effort 
to expand their operations and profits."

- Dr. John S. Bickley, 
Founder and Chairman Emeritus, International Insurance Society and 
Frank Park Samford Chair of Insurance Emeritus, University of Alabama  

Learn about:

  • Permissible Federal and State Bank Insurance Powers

  • Existing Bank Insurance Practices and Federally Mandated Compliance

  • The Interagency Statement on Retail Sales of Nondeposit Investment Products 

  • OCC Advisory Letter 96-8 - Insurance Sales Guidelines

  • How Banks Currently Sell Insurance and Annuities

  • Unserved and Underserved Life Insurance Markets

  • The Potential for Selling Business-Related Insurance to Commercial Banking Customers

  • Banks' Insurance-Marketing Advantages Over The Competition 

  • The Steps to Evaluating Strategic Insurance Diversification

  • Conducting an Economic Assessment of Opportunities for Selling Insurance 

  • How to Design Bank Requests for Proposals (RFPs) From Insurance Vendors 

  • How to Respond to Bank RFPs and Win the Business 

  • Developing a Bank Insurance Strategy and Implementing a Results-Oriented Plan

  • Effectively Integrating Insurance Into a Banking Operation

    

Table of Contents

Book Review

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