ResearchCustom ConsultingBenchmarkingProduct MonitoringThe Kehrer Report


  • Kehrer-LIMRA’s Financial Institution Investment Program Benchmarking Study will help you benchmark your financial consultant productivity, revenue and profit penetration, expense ratios, and product mix. You can also use the data to assess platform investment sales programs, referral activities, and brokerage management issues.

  • The new Kehrer-LIMRA Bank Life Insurance Sales Study is now available. This study examines sales by distribution method -- and reveals the practices of successful programs. A separate benchmarking study showing anonymous bank-by-bank results is also available.

  • Kehrer-LIMRA’s Bank Investment and Insurance Services Compensation Study reports critical compensation benchmarks for 23 sales, management, operations and executive positions in bank investment and insurance programs. The report also explores the structure of incentive compensation.
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    Kehrer-LIMRA, a subsidiary of LIMRA Services, is the leading provider of information and consulting services on financial institutions as financial services stores. The firm's studies of sales penetration, profitability, compensation, and compliance have helped many banks, savings associations, and credit unions benchmark their investment sales program performance and understand the key drivers of success. The firm also works with insurers, investment companies, securities firms, technology providers, and marketing organizations on the development of strategies for bank distribution.

    The firm's reputation has been built on its original research on mission critical issues for institutions seeking to excel in providing annuities, mutual funds, life insurance, securities brokerage, and wealth management. [More]

     




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