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Michael White-Symetra Fee Income Reports

 

Michael White-Symetra Bank Fee Income Report™ (Bank-FIR™) and its companion report on bank holding companies (BHCs), Michael White-Symetra Bank Holding Company Fee Income Report™ (BHC-FIR™), provide comprehensive, national, standardized data and performance ratios that measure and compare the production of insurance, investment, and mutual fund and annuity fee income

   


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Clear and 
In-depth Narrative Analysis
 
provides insight into what the report's data means, and identifies trends during the year.


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Insurance Ranking Tables 
list the national,
regional and 
asset-class
leaders in Insurance Brokerage Fee Income, Insurance Brokerage Concentration, Penetration, Productivity, Density, Contribution, and Bank Insurance Underwriting.  


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Summary 
Tables
 
give an overview of issues like "Participation by Region" to show trends.

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Securities Brokerage Ranking Tables 
list the national,
regional and 
asset-class
leaders in Securities Brokerage Income, Securities Brokerage Concentration, Penetration, Productivity, Density and Contribution. 

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Mean, 
Median and 
Top-Quartile 
Statistics
 
provide a reference point for comparisons. 

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Annuity Commissions 
Ranking Tables
 
list the national,
regional and 
asset-class
leaders in Annuity Commissions, Annuity Commission Concentration, Penetration, Productivity, Density and Contribution.

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Mutual Fund 
and Annuity
 
Ranking Tables
 
rank the national,
regional and 
asset-class
leaders in Mutual Fund and Annuity Income, Concentration, Penetration, Productivity, Density, Contribution, Proprietary Assets Under Management (AUM) and Proprietary AUM as a % of Retail Deposits. 

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Glossary 
provides detailed explanations of terminology used in the report's text and tables.

     
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BANK-FIR & BHC-FIR HAVE BEEN  FEATURED IN  PUBLICATIONS SUCH AS:

 

 

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