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Referring Insurance and Annuity Clients

Covers the effective referral model and explains how to refer clients who might benefit from various insurance and annuity products to a licensed representative, and your responsibilities as an unlicensed employee. Introduces the features and benefits of insurance and annuity products, including disability insurance, healthcare insurance, property and casualty insurance, and liability insurance.

Re-versioned: April 2016

What You'll Learn

After successfully completing this course, you will be able to:

  • Describe how insurance and annuities products and services address a client's financial needs
  • Describe the common types and features of insurance and annuity products offered through banks
  • Identify the client characteristics that indicate a need for an insurance or annuity product
  • Use the Effective Referral Model to make referrals to bank-designated, licensed staff


Bank personnel who have the opportunity to refer customers to designated, licensed insurance sellers in a bank.

The Effective Referrals Suite must be taken at least once before taking this course.


​Questions? Please contact for more information.




Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.


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