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Kehrer-LIMRA offers a number of products and services to help Third Party Marketers/Broker Dealers and their Bank Clients:
Features and Rates for the Best Selling Annuities in the Bank Channel
Industry Trends and Rankings
Research Reports on the Sale of Investment and Insurance Products Through Banks
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 Investment and Insurance Products Through Banks
Rightsizing Carrier Relationships: The Direction of Bank Annuity Distribution
This study is based on a telephone survey of product managers in major banks and third party broker-dealers, examines the annuity products provided to smaller banks.
The 32 banks and third party broker-dealers that participated account for over 82 percent of all bank annuity sales.
Price: $500 (Free to banks)
[Submit Order]
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]
Improving Bank Investment Program Profitability
Based on an analysis of our proprietary 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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Insurer Financial Strength
Banks must be able to demonstrate that they are current on their obligations under the Inter Agency Statement to conduct due diligence on the insurance companies whose products they offer.
Many banks and third party marketers rely on our annual Due Diligence reports to fulfill these obligations to customers and the banking regulators. [More]
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