Making bancassurance work: matching global power to local knowledge

January 1st, 1970

Posted by admin in Bank Marketing |

Abstract:
Purpose – The paper aims to provide an examination of the concept of bancassurance – the combined selling of insurance and banking products, from the viewpoint of a leading figure within the AEGON Financial Services Group. Design/methodology/approach – This is a short and accessible account of the concept and history of bancassurance and the principles that AEGON apply to it, to make it successful for them. Findings – Since it began in the 1980s, bancassurance has had mixed success not only in different markets but among different companies in the same market. The author argues that pursuing a specialised, local approach to bancassurance is the most effective way in maximising its benefits. Originality/value – The paper provides an interesting insight into bancassurance from the perspective of AEGON Financial Services.

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