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[Bank Representatives Attitudes About the Retirement Management Market Survey]
[Industry Trends Study]
[Singer Who's Who in Bank Wealth Management]
[Singer Who's Who in Bank Insurance]

Welcome to BISA Resources...

Benefits: The cost of membership includes these benefits that members receive.

Publication

Summary

BISA Members Click here for specific publications.

Non-Members Click here for info.

Bank Insurance & Securities Marketing

The official magazine of the BISA. Delivered quarterly in print and posted on our website.

Free Member Benefit

Subscribe

Monthly Productivity Benchmarks

Benchmarks broker productivity, licensed banker productivity, and index of bank broker-dealer revenue. Delivered monthly via email.

Free Member Benefit

Subscribe

Industry News — Weekly Editor's Picks

Provides headlines/briefs and links to top stories from multiple industry-specific news sources using RSS feeds. The sources are filtered and distilled to address topics relevant to BISA members. Delivered weekly via email.

Free Member Benefit

Not Available

Bank Indexes

Includes three tracking indexes: BISA-Singer's Bank Brokerage Index, BISA-Singer's BHC Annuity Index and BISA-Singer's Thrift Investment Income Index. Delivered monthly via email and posted on our website.

Free Member Benefit

Not Available

Bank Member Issues Surveys

Provides membership the opportunity to request, develop and/or participate in a series of short, online surveys that focus on issues specific to the bank, insurance and securities industry. Results are shared with those who participate. Delivered monthly via email.

Free Member Benefit

Not Available

Regulatory Update Services — Statenet

Includes two reports: Monthly Regulatory Report — A review of all proposed and adopted regulations at the State and National Levels; and Monthly Enacted Report — A review of all legislation signed at the State and Federal levels. Delivered monthly via email.

Free Member Benefit

Not Available

Quarterly Historical Data Series

Includes three quarterly indexes in Excel file format: BISA Quarterly Specialized Broker Productivity; BISA Quarterly Branch Banker Productivity; and Quarterly Revenue Penetration of Deposits. Each index has been created using 1998 performance statistics as the base. Delivered quarterly in print and via email with link to Excel file (primary contact members only).

Free Member Benefit

Not Available

Quarterly Productivity & Performance Report

Provides current information on bank investment and insurance sales and profitability. Delivered quarterly in print and via email with link to PDF file (primary contact members only).

Free Member Benefit

Not Available

Bank Representatives Attitudes About the Retirement Management Market Survey

Examines the perceptions and attitudes of Bank Channel Sales Representatives about the retirement income and management market. Annual report, delivered in print.

Free Member Benefit

Purchase

Industry Trends Study

Examines financial institution consumer investment sales performance, identifies key drivers of program success and monitors industry trends. Annual report, delivered in print.

Free Member Benefit

Purchase

Who's Who in Bank Wealth Management

A Guide to the Top 60 Institutions. Annual report, delivered in print.

Free Member Benefit

Purchase

Who's Who in Bank Insurance

A Guide to the Top 100 U.S. Institutions. Annual report, delivered in print.

Free Member Benefit

Purchase

Discounts: Discounts on selected research & studies from BISA Member Companies.

Publication

Company

BISA Members

Non-Members

Annual Sales Compensation Survey & Analysis

DGL Consultants

Purchase with Discount

Purchase

Bank Brokerage Compensation Study

Singer/The Bank Insurance Market Research Group

Purchase with Discount

Purchase

Bank Investment & Insurance Services Compensation Survey

Kehrer—LIMRA

Purchase with Discount

Purchase

Bank Insurance & Investment Data Set

Singer/The Bank Insurance Market Research Group

Purchase with Discount

Purchase

Credit Union Brokerage Study

Kehrer—LIMRA

Purchase with Discount

Purchase

Investment Sales & Disintermediation

Kehrer—LIMRA

Purchase with Discount

Purchase

Industry Resource Links

BANKING
Federal Deposit Insurance Corporation (www.fdic.gov)
Federal Reserve Board (www.federalreserve.gov)
     • Atlanta (www.frbatlanta.org)
     • Boston (www.bos.frb.org)
     • Chicago (www.chicagofed.org)
     • Cleveland (www.clevelandfed.org)
     • Dallas (www.dallasfed.org)
     • Kansas City (www.kc.frb.org)
     • Minneapolis (www.minneapolisfed.org)
     • New York (www.newyorkfed.org)
     • Philadelphia (www.phil.frb.org)
     • Richmond (www.richmondfed.org)
     • San Francisco (www.frbsf.org)
     • St. Louis (www.stlouisfed.org)
Federal Reserve Systems NIC of Banking Info (www.ffiec.gov/nicpubweb/nicweb/nichome.aspx)
Office of the Comptroller of the Currency (www.occ.treas.gov)
Office of Thrift Supervision (www.ots.treas.gov)
Treasury Department (www.ustreas.gov)

INSURANCE
Interstate Insurance Product Regulation Commission (insurancecompact.org)
National Assoc of Insurance Commission (NAIC) (www.naic.org)

SECURITIES
Financial Services Technical Consortium (www.fstc.org)
FINRA (www.finra.org)
North American Sec Admin Assoc (NASAA) (www.nasaa.org)
Securities and Exchange Commission (www.sec.gov)
     • Edgar Filings (www.sec.gov/edgar.shtml)

GOVERNMENT
House and Senate Bills (thomas.loc.gov)
US House of Representatives (www.house.gov)
     • Committee: Energy & Commerce (energycommerce.house.gove)
     • Committee: Financial Services (financialservices.house.govg)
US Senate (www.senate.gov)
     • Committee: Banking, Housing & Urban Affairs (banking.senate.gov)
     • Committee: Finance (www.senate.gov/~finance)