Selling Life Insurance in the Financial Institution: Integrating the Consumer Perspective

The financial institution investment and insurance services industry has been having a conversation for years about the challenges of selling life insurance to bank and credit union customers. Much of the conversation has focused on the products and the process, and the conclusions always seem to be the same.

The objective of this paper is to add an analysis of consumer data to the life insurance conversation. What are consumers' attitudes toward purchasing life insurance and how do they feel about purchasing from their financial institution? Discover this and other key consumer attributes in this whitepaper, Selling Life Insurance in the Financial Institution: Integrating the Consumer Perspective.