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Many banks, insurance companies, mutual fund companies, marketing organizations, and other industry players rely on Kehrer-LIMRA for timely information and analysis of trends in bank sales of insurance and retail investments in the United States.
The Kehrer-LIMRA Reports are the place to find analyses that will help you understand industry trends and how to profit from them. These quarterly reports draw on Kehrer-LIMRA's extensive consulting experience with large retail banks, community banks, and scores of insurance and mutual fund companies and third-party marketer broker/dealers. Kehrer-LIMRA also has access to the vast research database and knowledge of the LIMRA International staff, adding further depth to these reports.
The Kehrer-LIMRA Report
For over a decade the Kehrer Report has been viewed as the source of information about annuity and mutual fund sales through banks. The new Kehrer-LIMRA Report takes this quarterly report to a new level. We have increased the frequency of our survey of bank annuity sales, and now track equity index annuity sales. LIMRA's team of experts contribute additional industry insights, making our report THE source for investment sales through banks.
The Kehrer-LIMRA Report delivers this information to you faster than any other industry publication. Each quarter you will find
- Sales of fixed annuities and variable annuities through financial institutions, from our quarterly survey of insurance companies
- Ranking of insurers by bank sales of fixed, variable, and total annuities
- Trends in bank sales of mutual funds, general securities, and fixed and variable annuities, from our monthly survey of over three dozen banks
- Trends in interest crediting rates for the most popular fixed annuities sold through banks, from our monthly rate survey of insurance companies
Price: $500/year (published quarterly)
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The Kehrer-LIMRA Life Report
To meet the increasing demand for information on life insurance sales through banks, Kehrer-LIMRA has introduced the Kehrer-LIMRA Life Report. This quarterly report provides insightful industry commentary and analyses, and features rankings of the top underwriters and bank life sales results by product type.
Each issue includes
- Sales of life insurance through financial institutions, from our quarterly survey of insurance companies
- Ranking of insurers' bank sales by first-year recurring premium and by product type
- Sales trends over time for various measures
- Comparisons with other life insurance industry distribution channels
- Bank market share of life insurance sales by product type
Price: $500/year (published quarterly)
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