Singer’s Bank Annuity, Investment and Insurance Data
(2008 Year-End Data is now Available)

The Bank Insurance Market Research Group provides benchmarking and productivity data to the financial services industry. We specialize in banks that are marketing brokerage and insurance products to their retail and commercial customers.

Our database products offer a comprehensive look at bank brokerage, insurance, and trust activities on a quarterly basis. They encompass more than 5,000 operating banks and thrifts and 1,000 bank holding companies. We have been tracking banks in this area since 1994.

This is a sampling of the first five entries from the 2008 yearend version of Singer's Bank Annuity, Investment and Insurance Data. Some 4,500 operating banks and thrifts follow. The data is on an Excel spreadsheet. All dollars are in millions.

Singer’s 2008 Bank Annuity, Investment, and Insurance Data
(dollars in millions)

More than 4,500 banks and thrifts follow.....
 

Singer’s Bank Annuity, Investment and Insurance Data offers subscribers five annual reports (see sample tables below) that include quarterly mutual fund and annuity income data, annuity fees and commissions, securities brokerage fees and commissions, insurance brokerage and insurance underwriting data, trust data, as well as many other fields, including deposits, assets, fee income, and key production ratios. A valuable table with the number of dedicated Series 7 brokers and licensed bank employees (LBEs) at 125 top bank programs is also available to subscribers at no extra cost.

BIMRG also makes available its database products on a consolidated, year-end basis alone—as a service for those firms that want to benchmark bank production on an annual, rather than quarterly, basis. Firms that order 2008 year-end data (now available) can also purchase a companion publication, Singer’s Annuity & Funds Report, on a generously discounted basis. (Call 800-373-7723 or click here for more.)

Data for Bank Holding Companies (more than 1,500) is also included in the reports. This sample is from 3rd quarter Singer’s 2007 Bank Annuity, Investment and Insurance Data (Dollars in millions)
 

Also, valuable data on number of Series 7 reps (financial consultants) and insurance licensed CSRs for selected institutions are also included in each report (about 125 top programs at present; the list is growing).

Key fields for Commercial Banks and FDIC-reporting Savings Banks (more than 5,000)

• Revenues from annuities and mutual funds (e.g., gross commissions)
• Annuity fees and commissions
• Securities brokerage fees and commissions (
• Insurance brokerage income
• Insurance underwriting income
• Trust revenues
• Additional fields: City; State; Zip; Bank Deposits; Bank assets; Type (e.g., bank, savings bank or thrift); Noninterest income (i.e., total fee income); Income from annuities and mutual funds/deposits (i.e., deposit-base penetration ratio); Insurance Income/Deposits (i.e., deposit-base penetration ratio); Bank code number (unique ID, doesn’t change from quarter to quarter).

For Bank Holding Companies

• Income from annuities and mutual funds (e.g., gross commissions)
• Annuity fees and commissions
• Securities brokerage fees and commissions
• Insurance brokerage income
• Insurance underwriting income
• Investment banking, advisory and brokerage (‘income from securities underwriting activities, private placements of securities, investment advisory services, and fees and commissions from securities brokerage activities and the sale and servicing of mutual funds’ (but not annuities).
• Trust revenues

Additional fields Address; City; State; Zip; Domestic deposits; Noninterest income (i.e., total fee income); Income from annuities and mutual funds/ Noninterest income; Federal Reserve ID (unique ID); Income from annuities and mutual funds/deposits (i.e., deposit base penetration ratio); Insurance Income/Deposits (i.e., deposit base penetration ratio) 

In addition. Both the Excel spreadsheet product and Singer’s Annuity & Funds Report now offer additional data, including number of Series 7 brokers per bank and number of licensed CSRs (platform bankers) per bank. This new data is for selected institutions only, however. We are building the list weekly. Click here to save money in ordering both products.

To Order, e-mail this form below to orders@singerpubs.com or fax it to 914-381-6947 or Call 800-373-7723.

Yes, I would like to order to Singer’s Bank Annuity, Investment and Insurance Data. The price of this data is $2,900 for a year’s subscription (five data transfers) and $1,200 for year-end data alone. Payment is available by Visa or Mastercard.

Name:______________________________________________________________________________

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Address:______________________________________________________________________________

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If mailing order, make check payable to: Ethikos

Mail to: Bank Insurance Market Research Group, c/o Ethikos, P.O. Box 31, Mamaroneck, NY 10543.

For more information, call the Bank Insurance Market Research Group toll-free at (800) 373-7723.

Note: Year-end 2007 data is not available. Please call 800-373-7723 for more information. Order with Singer’s Annuity & Funds Report and save $200.

Historical Perspective
15 Years of Bank Annuity and Fund Sales Data on CD ROM: 1994 - 2008. (Click here.) Contains all banks and thrifts with any annuity or mutual fund sales from 1994-2008 (about 3,000 institutions listed each year)Data on Excel spreadsheet. $4,950 (Call 800-373-7723.)