Bank Annuity, Investment and Insurance Data


2010 year-end data is now available. To order click here (Or call us at 1-800-373-7723)


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 3,800 operating banks and thrifts and 750 bank holding companies. We have been tracking banks in this area since 1994.

This is a sampling of the first five entries from the 2009 year-end version of Singer's Bank Annuity, Investment and Insurance Data. Some 750 bank holding companies follow. The same data is included for 3,000-plus operating banks. The data is on an Excel spreadsheet. All dollars are in millions.

Singer's 2010 Bank Annuity, Investment, and Insurance Data
Bank Holding Companies (dollars in millions)



Singer's Bank Annuity, Investment and Insurance Data offers subscribers five annual reports (see sample tables below) that include quarterly annuity fees and commissions, securities brokerage fees and commissions, mutual fund and annuity income data, 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 142 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 2009 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 for more information.)

Key fields for Commercial Banks and FDIC-reporting Savings Banks (more than 3,800)

For Bank Holding Companies (approx. 750 institutions)

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.

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.

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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.

Complete library:

17 Years of Bank Annuity and Fund Sales Data on CD ROM: 1994 - 2010. Contains all banks and thrifts with any annuity or mutual fund sales from 1994-2010 (about 3,000 institutions listed each year). Data on Excel spreadsheet. $4,950 (Call 800-373-7723).