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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
Kehrer Bank Fixed Annuity RateWatch
This monthly report provides the new money crediting rates for the most popular bank-sold fixed annuities that carry a one-year guarantee. It also provides the average rate on a one-year CD for comparison purposes. The report is emailed to subscribers on the same day that rates are obtained (at mid-month). [Sample Page]
Price: $600/year
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Kehrer Bank Fixed Annuity RateWatch Plus
This monthly report includes the crediting rates for the same products that are included in the Fixed Annuity RateWatch, plus contract features, and insurance company ratings. It also includes product specs and rates for the best selling multi-year rate guarantee products. The report is emailed to subscribers on the same day that rates are obtained (at mid-month). [Sample Page]
Price: $1,200/year
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Quarterly Kehrer Bank VAWatch
This report monitors and updates the product features and pricing of 79 variable annuities sold through banks by 25 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 2005 Survey covered 72 financial institutions, that collectively accounted for 51 percent 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
2005/2006 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 Impact of Bank Investment Sales on Disintermediation of Bank Deposits
Analyzes the extent to which annuity and mutual funds sales cannibalize bank deposits. [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
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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
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