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FINALLY! A magazine to help advisors break through the silos:
  • A dedicated focus on the challenges of selling insurance and financial products within the bank channel
  • Unique peer-to-peer format – gain insight from success stories of other bank advisors and program managers
  • PLUS, sales & marketing ideas to impact your business immediately!
Bank Advisor is written specifically for advisors, consultants, and managers working with consumers in a sales capacity within the banking industry.

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1. Do you recommend, advise, or approve sales of consumer insurance and/or financial products in the bank channel?
Yes No

2. Which of the following best describes your job function?
Sales Representative (Dedicated Investment Rep, Financial/Investment Advisor/Consultant, Platform Rep, Insurance Agent/Specialist, Licensed Bank Employee or other sales titles)
Sales Management
Wealth Management (Trust or Private Bank Manager/Director)
Program Management (Insurance/Investment/Platform Manager/Director)
Senior Management (Pres, CEO, VP, COO, CMO, CFO, Insurance Agency Pres)
Other


3. What is your annual income?


4. Please indicate which of the following you authorize and/or influence the purchase of:
Annuities
Life Insurance
Mutual Funds
Retirement products: 401(k) plans, IRA/IRA rollover
LTCI
Other insurance products
Trust products
Estate planning products
Third party marketing products
Research providers
Sales software/technology
Clearing & Execution services
Legal/Accounting/Compliance services
Fund administration/distribution services

Other/none of the above

5. What is the approximate total value of your combined clients' accounts?


6. Which of the following licenses/designations do you currently hold: (check all that apply)
Series 6 or 7
Series 63
Series 24
Series 65 or 66
CFP
RIA/IAR
ChFC or CLU
Life/Health license

None of the Above


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