Singer’s Bank Insurance and Investment Data



Singer’s 2004 Bank Brokerage and Insurance Data is now available!***

Bank Investment Income* at more than 2,200 banks and thrifts

Bank Insurance Income** at more than 3,800 banks and savings banks

Bank officer contact names: More than 3,300 senior bank officers including many CEOs, CFOs, Marketing Heads, General Counsels, and others

# of Series 7 consultants per institution: More than 50 banks (and growing!)

• Additional data, including trust income, total fee income, bank deposits, bank assets, and penetration ratios. Data is on an Excel spreadsheet that is available on CD-ROM.

• Go to and click on “database products.”

* ‘Income from the sale and servicing of mutual funds and annuities’

** Includes both insurance brokerage and insurance underwriting.

*** This is based on audited government data (FDIC, OTS, Federal Reserve) that is cleaned, consolidated and enhanced by BIMRG.

The Top Bank Brokerage Programs in 2004

(Dollars in millions)

|  |  |  |  |  |2004 |

|2004 |  |  |No. of |No. of |Revenues |

|Investment |  |  |Series 7 |Bank |per |

|Income* |Bank |State |brokers |Branches |branch |

|$1,352.69 |Bank of America Corp. |NC |2,200 |5,800 |$0.233 |

|$574.00 |Wachovia Corp. |NC |1,250 |3,255 |$0.176 |

|$485.36 |J.P. Morgan Chase |NY |1,166 |2,300 |$0.211 |

|$262.92 |U.S. Bancorp |MN |450 |2,350 |$0.112 |

|$249.38 |Wells Fargo & Co. |CA |1,100 |3,664 |$0.068 |

|$158.12 |Washington Mutual |WA |539 |1,940 |$0.082 |

|$147.53 |SunTrust Banks, Inc. |GA |450 |1,715 |$0.086 |

|$128.86 |Fifth Third Bancorp |OH |215 |1,000 |$0.129 |

|$87.35 |Citizens Financial Grp. |RI |180 |1,600 |$0.055 |

|$87.20 |Citigroup Inc. |NY |800 |3,000 |$0.029 |

* Revenues (not sales) from mutual funds and annuities in millions of dollars based on analysis of FDIC and OTS data in 2004. Table contains additional data compiled by the Bank Insurance Market Research Group. Only retail bank programs are included.

Order Form

Yes, I would like to order to Singer’s 2004 Bank Investment Data on CD-ROM. The price of this data is $1,200. Payment is available by Visa or Mastercard.

Sign and mail in this form with payment and you are also eligible for a $200 discount on a first-year subscription to Singer’s Annuity Funds Report.

Signature __________________________________________e-mail:______________

Name:_______________________________ Company: ________________________

Address______________________________City:_________________State:________

Zip______________________________ Telephone:___________________________

Mastercard or Visa #: ____________________________ Exp. Date ______________

Make check for $1,200 payable to: Ethikos

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

Mamaroneck, NY 10543. (Visa and Mastercard also accepted.)

Fax form to: (914) 381-6947

E-mail: orders@. Telephone: 800-373-7723.

Website:

Yes, I would also like to order to Singer’s Annuity and Fund Report. The price of this bi-monthly publication is $495, but because I purchased Singer’s Bank Investment Data I will pay only $295 for the first year of my subscription.

Name:_______________________________ Company: ________________________

Address______________________________City:_________________State:________

Zip______________________________ E-mail:______________________________

Make check for $295 payable to: Ethikos

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

Mamaroneck, NY 10543. (Visa and Mastercard also accepted.)

Fax form to: (914) 381-6947

E-mail: orders@. Telephone: 800-373-7723.

Website:

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download