Are Your Customers Buying Insurance Somewhere Else?
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Are Your Customers Buying Insurance Somewhere Else?
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Your institution’s customers are buying life, home, auto, and commercial insurance from someone else every single day as you watch valuable revenue and relationship opportunities walk out the door even though banks possess every structural advantage needed to dominate this market.
This conversation debunks persistent myths about balance-sheet risk, reputational exposure, and licensing complexity, and delivers a practical roadmap to turn insurance sales into recurring, non-interest fee income that generates valuable multi-generational referrals.
Listen to the leaders who wrote the playbook and bankers who executed it!
- Arshawn Teymoorian, McIntyre & Lemon, PLLC – author of The Unclaimed Frontier
- J. Kevin A. McKechnie, Senior Vice President & Director, ABA Office of Insurance Advocacy
- Dan Bonano, Vice President, Bank Channel Strategy, Franklin Madison
- Ryan Newman, President, TRB Insurance - A division of Texas Regional Bank – who recently built a successful top tier insurance agency inside the institution.
- Wayne Walkotten, EVP - Marsh Berry – Global Leader in Investment Banking and Consulting
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