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Crosstabulations 2002-03 Affluent MacroMonitor All sections are client access only. Not a client? You are welcome to download this sample crosstab. If you have questions, please contact CFDinfo@sric-bi.com or call +1-609-734-2048. • All Crosstabulations in Banner Book Order (3.8 MB) • All Crosstabulations in Questionnaire Order (5.2 MB) • Crosstabulations divided by section: (not yet available)   INTRODUCTION i   Explanation of Table Format ii   Sample Crosstabulation vi   Banner Point Definitions vii   Table Locator xi TRANSACTION PRODUCTS 1   Checking Accounts 8   Other Accounts 20   Packaged Accounts 23   Asset Management Accounts 38   Stockbrokerage Accounts 54   Credit Cards and Payment Services 81   Visa and MasterCard 117   Discover 176   American Express Blue and Optima 181   Retail 192   Travel and Entertainment 197   ATM 219   Debit 223   Direct Marketing 228   Automatic and Other Transactions 252   Internet 265   Banking 299   Investing 302   Other 306 SAVINGS AND INVESTMENTS 309   Savings Products 328   Savings Accounts 336   CDs 343   Money Market Deposit Accounts 353   Money Market Mutual Funds 361   U.S. Savings Bonds 369   Education Savings Accounts 376   529 Plans 384   Investment Products 392   Stock and Bond Mutual Funds 406   Individual Stocks, Bonds, and Other Securities 475   Wrap Accounts 515   Margin Accounts 522   Retirement Products 526   IRAs and SEPs 547   Salary-Reduction Plans 579   Keogh Accounts 604   Individual Annuities 606   Pensions 625   Illiquid Assets 627   Tangible Assets 627   Businesses 632   Primary Residence 637   Other Real Estate 646   Limited Partnerships 654   Motor Vehicles 657   Personal Trusts 665   Custodial Accounts 673   Private Banking 681 CREDIT 687   Real Estate Loans 694   First Mortgage Loans 718   Second Mortgage Loans 736   Home Equity Credit Lines 754   Other Real Estate Loans 774   Consumer Credit 781   Vehicle Loans 794   Vehicle Leasing 819   Installment Loans 841   Other Secured Loans 848   Education Loans 854   Secured Credit Lines 861   Unsecured Personal Loans 868   All Other Credit Lines 875   Revolved Credit Cards 882 INSURANCE PRODUCTS 952   Property and Casualty 961   Vehicle 964   Homeowner's and Renter's 977   Mortgage 990   Credit 993   Life Insurance 997   Group Life 1012   Individual Life 1018   Term Life 1048   Whole Life 1055   Universal Life 1063   Policy Loans 1080   Health and Disability Insurance 1084   Health and Health-Related 1084   Disability 1115   Other Insurance 1123 INFORMATION AND ADVICE 1130   Financial Advisors 1146   Time, Trust, Control 1155 BALANCE SHEETS 1167   Assets 1167   Liabilities 1197   Net Worth 1209   Insurance Products 1120   Transaction Products 1229 INSTITUTIONS 1235   Banks 1254   Savings Banks/S&Ls 1296   Credit Unions 1314   Insurance Companies 1330   Stockbrokerages 1372   Mutual Fund Companies 1420   Financial Planning Companies 1446   Finance Companies 1464   Other Finance and Credit Companies 1496 ATTITUDES 1516   General Financial 1516   Institutions 1525   Investing 1548   Retirement 1577   Credit 1601   Insurance 1623   Information and Advice 1637 DEMOGRAPHICS AND MISCELLANEOUS 1651   Appendix A: MacroMonitor Survey Methodology A-1 Appendix B: Survey Weighting Procedures B-1 Appendix C: Sampling Tolerance Tables C-1 Appendix D: Calculated Variables D-1 Appendix E: Alphabetical Index – Table Locator E-1

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