EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...

Cross-marketing between banks and insurance agencies remains largely virgin territory. Most of the potential has not even been charted, let alone mined.
In working with banks as partners, owners, or co-venturers, insurance principals should recognize the pros and cons of the affiliation to neutralize the negatives and build on the positives.

In this document, Val Jordan explains why insurance agencies and carriers looking to increase...

IS BANK-INSURANCE WORKING? by James Campbell Believe it or not, the current era of bank-insurance is seven years old. In March of 1996 the Supreme Court decision in Barnett Bank of ...