Four Fairfield County Bank Employees Become Licensed Life Insurance and Fixed Annuity Producers

 

Ridgefield, CT—January 07, 2025: Yonatan Carrillo, Business Services Specialist, Darien Branch; Diana Kessler, AVP, Assistant Branch Manager, Ridgefield’s 150 Danbury Road Branch; Jairo Rosas, Assistant Branch Manager, Danbury’s Mill Plain Road Branch; and Alison Wood, Assistant Branch Manager, Wilton, recently completed the exam required for licensure to sell fixed annuities and life insurance as Osaic Institutions Insurance Agents.

Yonatan Carrillo

Yonatan Carrillo
Business Services Specialist
Darien Branch

Diana Kessler

Diana Kessler
AVP, Assistant Branch Manager
Ridgefield’s 150 Danbury Road Branch

Jairo Rosas

Jairo Rosas
Assistant Branch Manager
Danbury’s Mill Plain Road Branch

AlisonWood

Alison Wood
Assistant Branch Manager
Wilton

In order to receive their license, these Bank employees completed the rigorous exam requirements and instructional coursework. Licensed Insurance Producers must also pursue continuing education to maintain accreditation, ensuring that they provide the most up-to-date information and best possible service.

“Gaining my Insurance Producer license is not only an exciting step for myself professionally, but it broadens what I’m able to offer my clients,” said Diana Kessler, AVP, Assistant Branch Manager. “I now have a deeper understanding of a client’s entire financial landscape, and I’m thrilled to be able to play a larger role in helping them achieve their goals!”

Fairfield County Bank clients can access life insurance and fixed annuities alongside traditional banking services through these Licensed Bank Employees, streamlining financial planning and saving time.  By offering life insurance and fixed annuities, banks can help clients plan for the future—whether it’s protecting loved ones through life insurance or creating a guaranteed income stream for retirement with annuities.

“We are so excited for the latest additions to our Licensed Bank Employee team,” said Elyssia Poland, AVP, Fairfield County Financial Services* Compliance and Operations Manager. “Yonatan, Diana, Jairo and Alison all worked diligently to prepare for the exam, and I am very proud of their success. We’re thrilled to support our Bank partners as they expand their offerings to clients.”
There are several Licensed Bank Employees across the Bank’s footprint. To find the branch nearest you, please visit: https://www.fairfieldcountybank.com/branch-locations/branch-locations.html

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Fairfield County Financial Services is a trade name of Fairfield County Bank. Osaic Institutions and Fairfield County Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC. or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

 

Founded in 1871, Fairfield County Bank is a $1.9 billion community bank with locations throughout Fairfield County. Fairfield Country Bank delivers a full range of financial services through superior Client relationships and the knowledge that when you put your money in Fairfield County Bank, it stays in Fairfield County—strengthening our communities. Visit www.fairfieldcountybank.com to find out more about the Bank.