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Singer’s Bank Annuity, Investment and Insurance Data | |||||||||||
More than 5,000 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. At present, firms that order 2007 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 (New in 2007)
- Securities brokerage fees and commissions (New in 2007)
- Insurance brokerage income
- Insurance underwriting income
- Trust revenues
- Proprietary mutual funds and annuities under management
- BOLI earnings (New in 2007)
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); Financial High Holder Number (linking affiliated banks within a bank holding company); plus 3,300 bank officer contact names.
For Bank Holding Companies
- Income from annuities and mutual funds (e.g., gross commissions)
- Annuity fees and commissions (beginning with 2007 data)
- Securities brokerage fees and commissions (beginning with 2007 data)
- 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 $2900 for a year’s subscription (five data transfers) and $1,200 for year-end data alone. Bank Officer Contact Names are included at no extra cost. Payment is available by Visa or Mastercard.
Name:______________________________________________________________________________
Title:_________________________________________________________________________________
Organization:___________________________________________________________________________
Address:______________________________________________________________________________
City____________________________ State___________________
Zip______________Telephone_______________________E-Mail________________________
Mastercard or Visa #: _______________________ Card exp: _______
Signature: _______________________________________________
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
14 Years of Bank Annuity and Fund Sales Data on CD ROM: 1994 - 2007. (Click here.) Contains all banks and thrifts with any annuity or mutual fund sales from 1994-2007 (about 3,000 institutions listed each year) and mutual fund and annuity revenues from 2001-2005. Data on Excel spreadsheet. $4,950 (Call 800-373-7723.)
