Denis Kaplan, president of Independent Financial Marketing Group, goes the extra mile for his bank clients - literally.

Mr. Kaplan recently traveled from the company's White Plains, N.Y., headquarters to London to give a client a behind-the-scenes look at how financial institutions in Britain have marketed life insurance.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.