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Bank Policies & Procedures: Insurance and Annuities Sales (PLM-201)

Bank Policies & Procedures: Insurance and Annuities Sales (PLM-201)

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$395.00 - Bank Policies & Procedures: Insurance and Annuities Sales - Non-Member

$355.50 - Bank Policies & Procedures: Insurance and Annuities Sales - Member

Description
Covers the bank's objectives regarding insurance and annuities sales, responsibilities, program management, setting circumstances of sales, qualifications and licensing, disclosures and advertising, salaries and compensation, third-party arrangements, compliance and audit, and the prohibitions of insurance sales.
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