One hallmark of Kehrer-LIMRA is our periodic surveys of financial institutions. The results of these surveys, some of which have been on-going for more than 10 years, have contributed to a rich base of information that has helped many banks, savings associations, and credit unions benchmark their investment program performance and understand the key drivers of success.

The Financial Institution Investment Services Program Benchmarking Survey is conducted annually. The survey covers financial institutions which collectively account for more than half of all bank investment sales. Three studies report on the results of this survey:

Kehrer-LIMRA Financial Institution Investment Program Benchmarking Study
Financial support provided by Symetra Financial
This study presents bank-by-bank comparisons (on a blind basis) for a wide range of the most critical measures of bank investment program performance. In addition, for each benchmark, statistics are provided by quartile, size of bank and type of sales force. [More]
Price: $1,500 (discounted for participants and community banks/credit unions)

Kehrer-LIMRA Credit Union Brokerage Study
Sponsored by Essex National Securities, Inc.
This examination of the brokerage performance of credit unions is drawn from the annual Kehrer-LIMRA Financial Institution Investment Program Benchmarking Survey, which encompasses credit unions and banks that collectively account for over half of all financial institution sales. This study provides benchmarks of credit union brokerage performance, contrasts credit unions with commercial banks, and identifies best industry practices. Moreover, the study examines how credit union brokerages can achieve better penetration of their opportunity.
Price: $625 (free to participants and discounted for BISA members)
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The Bank Life Insurance Services Program Benchmarking Survey, conducted annually, focuses on the sale of life and health insurance by financial institutions. The survey covers financial institutions that collectively account for over half of all bank life insurance sales. Two studies report on the results of this survey:

Kehrer-LIMRA Bank Life Insurance Sales Study
This narrative report is an analysis of life and health insurance sales by banks. It examines sales force productivity and revenue penetration of the bank customer base, sales force compensation and net income contribution by distribution method, program maturity, and bank size. [More]
Price: $750

Kehrer-LIMRA Bank Life Insurance Sales Benchmarking Study
This report provides bank-by-bank comparisons of life/health insurance sales performance of participating banks on a blind basis. The report consists of tables comparing each bank's total life health revenue, first year life/health revenue, and net income from all insurance activities, relative to the bank's customer base, retail deposits, and assets. It also compares sales force productivity by distribution method and customer penetration, deposit penetration, and asset penetration by distribution method.
Price: $250
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The Bank Investment and Insurance Program Compensation Survey is conducted annually to gather information about compensation for sales and administrative staff in bank investment and insurance programs at banks, savings institutions, and credit unions.

Kehrer-LIMRA Bank Investment and Insurance Services Compensation Study
This annual study gathers information on compensation benchmarks for sales, management, operations and executive positions in bank investment and insurance programs. Compensation matrices are presented for the 23 positions studied. The report also provides a narrative discussion of the structure of incentive compensation. [More]
Price: $1,500 (discounted for participants, community banks, and BISA members)

The Monthly Bank Investment Services Program Monitor provides more timely benchmarks of program performance. Subscribers provide data and receive reports monthly. Choose the version of this service that fits the size of your financial institution:

Kehrer-LIMRA Distributors Monthly Bank Investment Services Performance Monitor
Sponsored by AXA Distributors
This monthly survey of bank retail investment programs provides benchmarks of sales force productivity, revenue, sales revenue mix, and profitability. Bank-by bank comparisons are presented on a blind basis. [More]
Price: $900/year

Kehrer-LIMRA Monthly Monitor of Community Bank Brokerage Services
Sponsored by Invest Financial
This monthly survey of community bank brokerage services benchmarks sales force productivity, revenue, sales revenue mix, and profitability. Bank-by bank comparisons are presented on a blind basis. [More]
Price: $75/month (billed annually)