Jim Campbell has some news for bankers who think insurance agents spend too much time on the golf course and too little in the office — agents are not that fond of bankers, either.

“The agent thinks a bank doesn’t understand a customer’s needs,” said Mr. Campbell, senior vice president of Reagan Consulting Inc., an Atlanta firm that brokers bank-insurance agency deals. “The agent thinks banks sit around with products on their shelf, waiting for people to come in and buy them.”

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