BANK INSURANCE 
NEWS IN BRIEF

SENATOR WARREN ASKS ANNUITY PROVIDERS FOR DETAILS REGARDING THEIR INCENTIVE PROGRAMS, DISCLOSURES & CONFLICTS OF INTEREST
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IRI DEFENDS ANNUITY SALES
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CUSTOMER SATISFACTION WITH AUTO INSURERS INCREASES
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Serving the bank and insurance 
industries through consulting, 
research and tailored products
since 1991.

RECENT AND NOTEWORTHY ADDITIONS . . .

April 21, 2015 - Bank holding companies tallied a record $143.2 billion in wealth management fee income in 2014, up 6.5% from 2013, according to the Sorrento Pacific - Michael White Bank Wealth Management Report .
Click here to read more about how bank holding companies tallied a record $143.2 billion in wealth management fee income in 2014.

April 15, 2015 - Bank holding companies tallied $5.71 billion in insurance brokerage fee income in 2014, down 8.1% from 2013, according to the Michael White Bankinsurance Fee Income Report .
Click here to read more about how bank holding companies' insurance brokerage fee income slipped in 2014..

April 14, 2015 - Income earned from the sale of annuities at bank holding companies rose 4.0% to a record $3.57 billion in 2014, according to Michael White Bank Annuity Fee Income Research .
Click here to read more about slowing sales despite record levels of annuities at banks.

March 18, 2015 - Bank-owned life insurance (BOLI) assets grew to $149.6 billion in 2014, up 4% from the previous year, according to the Equias Alliance / Michael White Bank-Owned Life Insurance (BOLI) Holdings Report .
Click here to read more about how bank-owned life insurance (BOLI) assets grew to $149.6 billion in 2014.

January 12, 2015 - Community bank investment programs were stronger than ever in the first three quarters of 2014, according to the Michael White-Securities America Report: Community Bank Investment Programs.
Click here to read more about how community bank investment programs reached record levels of third quaretr year-to-date income.

  

  

  

  

  

 

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