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Kehrer-LIMRA is the source of information about banks as financial services "stores". In addition to signing up for our regular press releases, these publications may be of interest:
Industry Trends and Rankings
Research Reports on the Sale of Investment and Insurance Products Through Banks
Custom Consulting
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Research Reports on the Sale of Investment and Insurance Products Through Banks
2006 Consumer Bankers Association Bank Consumer Investments Study
This narrative report presents an analysis of trends in bank retail investment programs. This study provides a unique examination of organizational issues associated with investment sales, along with statistics on sales and profitability. [More]
Price: $495
BISA Quarterly Productivity & Performance Report
Quarterly analysis of trends in bank broker/dealer sales force productivity, revenue penetration, revenue mix, and profitability. [More]
Free to Bank Insurance and Securities Association Members.
2005 Kehrer-INVEST Community Bank Brokerage Study
This report examines trends in brokerage programs in banks and credit unions with less than $4 billion in assets.
Price: $250
[Submit Order]
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
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
[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]
Improving Bank Investment Program Profitability
Based on an analysis of the proprietary Kehrer-LIMRA benchmarking database, this study analyzes the impact on profit contribution of expanding the investment sales force, improving broker productivity, reducing expenses and improving technology by outsourcing broker-dealer services, and integrating the delivery of investments, trust, and banking. Co-authored with Lynn R. Niedermeier. April 2002.
Price: $500
[Submit Order]
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