Marketing annuities, life insurance, long-term-care and other insurance products through banks is not a new venture to COMMUNITY BROKERAGE SERVICES, INC. [CBSI]. Since 1984 CBSI and its parent company, Flexible Financial Marketing, Inc. [FFMI] have established fixed annuity marketing and platform sales programs to generate fee-income and enhance customer relationships for over 170 banks in Illinois and 20 other states.

Ours is a turn-key program which includes licensing, sales training, marketing and Compliance. Since we work with so many financial institutions, Compliance is spelled with a capital “C”. Your bank’s integrity and your customer’s welfare is best served by due diligence on all carriers.

“Insurance products” covers a large territory and may be viewed by some banks as commodities thrown from a distribution train. And, wrapped inside a “turn-key” program, might appear to be a one size fits all approach. CBSI doesn’t fit this model any more than your bank does.

CBSI has successfully followed a Valued Relationship business strategy to attract and maintain clients – good products from financially solid carriers plus timely response mixed in with a generous helping of service, marketing and advertising support. Much like your institution, we value existing clients and constantly seek ways to enhance relationships with consistent attention paid to your customer’s satisfaction and yours.

Working with as many banks as we have over the years has taught us a great deal about your unique needs and how to design a program to fit your culture, your market and your goals. Soup du jour may have been the big hit on yesterday’s menu but it’s still a leftover today.

Learn about how your organization can profit from our experience and expertise by contacting Bob Raucci. Director of Marketing, The next step is yours! 800-864-9438 or e-mail me at robraucci@cbrokers.biz.