A New Approach to Life Sales
February 17, 2021 by Scott Stathis and contribution from Robert Mittel and Janet Cappelletti
For as long as those of us who have spent their careers working in the bank and credit union channel can remember, there is possibly only one thing that has not changed: we are bad at selling life insurance. Put another way, for institutions that are supposed to be helping people manage and grow their assets, we really suck at helping them protect those assets.
According to Janet Cappelletti (who aggregates industry data for the BankChannelResearch.com benchmarking portal), the situation is rather bleak.