DSG-Network.com: RM2 Research Reports

Project Background
Prospectus
Table of Contents
Pricing
Press Release

How Do Bank Channel Reps Stack Up To the Challenge of Retirement Income & Distribution?

Bank Representative's Attitudes and Perceptions about the Retirement Income Distribution Market

This new quantitative research initiative — sponsored by Symetra and BISA and conducted by DSG's Retirement Practice — benchmarks the changing attitudes and sales practices of 958 Bank Reps in this fast growing market.

The Project Background:

The study provides insights into the interaction between the Bank Reps, their customers, their firms, and their product partners as they strive to address this complex and lucrative market.

Reps approach to retirement income planning.
Preferred investment and product solutions for retirement income.
Ability to capture aggregate additional assets during the planning process.
Tools and assistance they seek to increase their productivity in this market.

Prospectus:

Please click here to submit a request.

Table of Contents:

I. Executive Summary

     A. Overview
     B. Key Findings and Implications

II. Background and Objectives

     A. Background
     B. Objectives

III. Methodology

     A. Research Design
     B. Interview Flow

IV. Detailed Findings

     A. Perceptions of the Retirement Income Market
     B. Marketing Strategies
     C. Retirement Income Distribution Products and Services
     D. Retirement Planning Tools, Sales Support and Training Programs

V. Respondent Profile

VI. Appendices (Survey Questionnaire)

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Pricing:

To learn more, contact Borden Ayers 610-989-1710, ext. 21 or by e-mail: BordenA@DSG-Network.com

In addition to a copy of this ground breaking industry study, Subscribers can also acquire the results of DSG's study of financial advisors, co-produced with the Financial Planning Association, and/or survey their own reps. Using a web based survey questionnaire administered by DSG, Subscribers can easily benchmark their reps against the results of DSG's other advisor channel studies. For an additional fee, Subscribers can also obtain an in depth analysis and comparison between the channels and better understand steps that can be taken to improve their own channel's productivity in capturing and retaining retirement assets