Description

Welcome to Financial Institution Insurance Council Presents

In this episode, co-managing directors Bob Mittel and Scott Stathis moderate a discussion on how to leverage a multi-channel strategy to optimize life insurance sales.

You'll hear from experts, including:

• Mark Chibbaro, President of Back Nine Insurance
• Steve Hawkins, Director of Third-Party Affinity Marketing at Mutual of Omaha
• Brad Coffin Life Brokerage Sales Director at Mutual of Omaha
• David Coggins Financial Institution and Mutual Channel Manager at Ash Brokerage
• David Jabczenski, Program Manager for Westcom Financial Services.

In this episode, you will learn the following:

1. Discovering how Westcom Financial Services leveraged technology to engage members and increase penetration of insurance products.
2. Mapping distribution channels and specific products to targeted client and prospect segments.
3. Leveraging financial wellness education to increase awareness of asset protection.

ABOUT

The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.

Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/

Website: https://fiinsurancecouncil.com/