A fixed annuity program is ESSENTIAL to your bank if you want to be competitive with the other banks in your community!
Paula has in depth, hands on experience, implementing fixed annuity programs at several banks.
The vast experience Paula brings in installing such a program will help your bank become competitive!
Paula will manage the implementation with senior management of your bank, in every facet of the process.

The process includes:

• Interviewing And Selecting The Bank Candidates For The Position Of Insurance Licensed Associate.
  
  
• Preparing The Candidates To Study For And Take Their Life And Health Insurance Exam.
  
  
• In-Depth Training Preparing The Licensed Associates To Offer Fixed Annuities To Their Customers Using PSLI Fixed Annuity Training Modules.
  
  
• Installing A Referral And Tracking System For Each Branch And Each Insurance Licensed Associate.
  
  
• Selecting The Fixed Annuity Products To Be Offered At Your Bank.
  
  
• Training The Non-Licensed Branch Associates How To Refer Customers To The Insurance Licensed Associates.
  
  
• Quarterly Follow Up Trainings For The Insurance Licensed Associates.

No.	Title	Description
1	Annuities, Everything You Ever Wanted To Know About An Annuity, But Were Afraid To Ask!!	A Comprehensive Training That Focuses On Annuities In Today’s Marketplace. A MUST For All Newly Insurance Licensed Bank Associates.
2	Annuities Have S.T.Y.L.E.	A Presentation Tool Designed To Make It Easy For The Licensed Bank Associate To Present The Fixed Annuity To Their Customer In An Easy To Understand Format.
3	5 Important Questions To Ask Your Customer:	A Session That Teaches The Insurance Licensed Associate To Ask The Proper Questions To Guide The Customer To The Appropriate Product (s) That Will Serve Their Needs.
4	What Is An Equity Indexed Annuity? What Is A Traditional Fixed Annuity?	Teaches The Insurance Licensed Associate The Differences Between Types Of Annuities They Can Offer To Their Customer.
5	Customer Communication Styles.	Teaches The Insurance Licensed Associate The Differences Between Types Of Annuities They Can Offer To Their Customer.
6	Gathering The Customer Financial Information To Determine Suitability.	A Session That Teaches The Insurance Licensed Associate How To Determine If A Fixed Annuity Is Appropriate For Their Customer.
7	A Tool Called The Liquidity Ladder.	An Innovative Approach To Show The Customer What Money They Can Access Readily. The Insurance Licensed Associate Will Be Trained To Use This Tool Effectively.
8	Role Playing, Role Playing, Role Playing.	An Important Session Dedicated To Practicing Fixed Annuity Presentation Skills The Licensed Bank Associates Have Learned.