Untitled Document

About Financial PSI
In 1991, the Tennessee Bankers Association acquired a Nashville insurance agency which had served the insurance needs of many of the association’s members for more than 25 years. Renamed Financial Products and Services, Inc., the subsidiary set out on a twofold mission: to continue providing insurance and financial products tailored especially for banks and to serve as a new source of revenue for the association resulting in lower dues for TBA members.

Today, Financial PSI continues to exceed the association’s early expectations. A board of directors that includes prominent Tennessee bankers oversees the agency, which is growing tremendously as it continues to add new products and services. In addition, it maintains strong relationships with top-name insurance carriers and strategic alliances with endorsed service providers.

Products & Services
The Financial PSI portfolio allows clients to select from a variety of options from health insurance coverage to disability insurance coverage to meet their specific needs.

Group Insurance Products
• Health
• Life
• Disability

Individual Insurance Products
• Health
• Life
• Disability

Retirement Plans 401(k)
Consultants work side-by-side with your bank’s HR manager to assemble and administer the most effective retirement packages available for the needs of your employees.

Client Services
Financial PSI is dedicated to providing extraordinary service. Financial PSI representatives are available to assist clients with questions about billing, enrollment, claims, COBRA, HIPAA and many others.

Turn-key Insurance Sales Program
Financial PSI helps banks implement life insurance sales through its partnership with Savings Bank Life Insurance (SBLI), one of the oldest and most respected insurance companies in the nation. The program offers turn-key marketing and training support and gives bankers options to earn significant noninterest income through direct sales and bank/agency sales.
Direct sales offers banks higher earning potential and full control over insurance sales activity using licensed bank representatives.
Bank/agency sales offers maximum commission potential as experienced banks or their agencies sell under Financial PSI, which acts as a general agent to help manage cases through the underwriting process.