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Consultants Publish Bank Life Sales Analysis

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NU Online News Service, Jan. 22, 3:18 p.m. – Cast Management Consultants, Los Angeles, has written an analysis of bank life insurance sales programs together with Sun Life Financial Services of Canada Inc., Toronto, and Independent Financial Marketing Group, Purchase, N.Y., a Sun Life subsidiary.

The authors contend that bank sales of life insurance are lackluster because the sales programs often lack a clear strategy and commitment from the top.

The authors have developed recommendations for best practices based on interviews with executives and financial consultants involved with bank insurance sales.

More information about the analysis is available at