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Kehrer-LIMRA offers a number of products and services aimed at insurance companies that are currently selling through financial institutions, or are considering it:
Features and Rates for the Best Selling Annuities in the Bank Channel
Research Reports on the Sale of Life and Health Insurance Through Banks
Trends in Bank Sales of Annuities, Mutual Funds and Life Insurance, and Insurer Rankings
Custom Consulting
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Features and Rates for the Best Selling Annuities in the Bank Channel
Quarterly Kehrer-LIMRA Bank VAWatch
This report monitors and updates the product features and pricing of variable annuities sold through banks by insurance companies, and reports on the "specials" currently being used by each company. The report is emailed to subscribers each quarter. [More]
Price: $2,000/year
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Research Reports on the Sale of Life and Health Insurance Through Banks
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:
2005/2006 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
Sponsored by Allstate Financial, Hartford Life, and Independent Financial Marketing Group
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 Impact of Bank Investment Sales on Disintermediation of Bank Deposits
Analyzes the extent to which annuity and mutual funds sales cannibalize bank deposits. February 2007. [More]
Price: $625
Best Practices in Platform Programs
Findings from a survey of managers of platform investment sales programs on the best way to design, implement, and manage these programs. September 2002.
Price: $500
[Submit Order]
Best Practices in Platform Programs Revisited
Compares the actual performance benchmarks of the banks in the survey of Best Practices in Platform Programs to determine whether sales force productivity and customer penetration support or contradict the program managers’ views of best practices. July 2004.
Price: $500
[Submit Order]
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