Since its formation in 1985, Kenneth Kehrer Associates has helped over a hundred banks with the decision to begin marketing insurance or securities, including consulting on the selection of program and product providers. Now, as a new LIMRA subsidiary, Kehrer-LIMRA will continue to provide the same high-quality research and consulting services on bank sales of life insurance, annuities, investments, and wealth management services. The firm also works with financial institutions and product providers to improve their distribution of annuities, mutual funds, securities brokerage, life insurance, and wealth management services.

Clients include two-thirds of the 100 largest financial institutions, as well as many more community banks and credit unions, most of the major insurance companies and mutual funds selling through banks, and the third-party broker-dealers and technology providers that serve banks.

Kehrer-LIMRA also offers proprietary industry Roundtables and Study Groups on such topics as platform investment sales programs, brokerage technology, and product management. These sessions bring together executives from financial institutions and their providers to discuss the Kehrer research findings and share their experience.