Advanced Search

Products and Services Analysis Volume 2002-03 MacroMonitor Download the introduction and table of contents Download the complete document The Consumer Financial Decisions (CFD) group's Products and Services Analysis Volume for the 2002–03 MacroMonitor program covers the full range of retail and institutional household financial products and services. The five major sections correspond to the five basic financial needs: transactions, savings and investments, credit, protection, and information and advice. Each section presents information about products and services that serve one of those basic financial needs. The product subsections provide key product statistics, executive summaries, and analysis of survey results using CFD's proprietary Age Cohort, Socioeconomic Level, and Life Stage segmentation schemes (see Appendix F for segment definitions). We include data from the 1998–99 and 2000–01 MacroMonitor, where comparable. TABLE OF CONTENTS Introduction i   Transaction Products   Checking Accounts 1   Non-Interest-Bearing Checking Accounts 7   Interest-Bearing Checking Accounts 10 Other Accounts     Packaged Accounts 13   Asset Management Accounts 19   Stockbrokerage Accounts 23 Credit Cards and Payment Services 31   Visa or MasterCard 41     Regular Visa or MasterCard 45     Premium Visa or MasterCard 49   Discover Card 55   American Express Blue and Optima 59   Retail Cards 63   Travel and Entertainment Cards 67     American Express Cards 70   ATM Cards 73   Debit Cards 77 Direct Marketing 81   Credit Cards 84   Insurance Products 87   Asset-Accumulation Products 93   Other Credit Products 96 Automatic and Other Transaction 99   Internet 107   Internet Banking 113   Internet Investing 119   Other Internet Financial Services 125   Savings and Investments   Savings Products 129   Savings Accounts 135   Certificates of Deposit 141   Money Market Deposit Accounts 147   Money Market Mutual Funds 153   U.S. Savings Bonds 159   Education Savings Accounts 165   529 Plans 169 Investment Products 173   Stock and Bond Mutual Funds 181   Individual Stocks, Bonds, and Other Securities 195   Wrap Accounts 203   Margin Accounts 205 Retirement Products 207   Individual Retirement Accounts and Simplified Employee Pensions 213   Salary-Reduction Plans 221   Keogh Accounts 229   Individual Annuities 231   Pensions 237 Illiquid Assets     Tangible Assets 241   Businesses 247   Primary Residence 251   Other Real Estate 257   Limited Partnerships 263   Motor Vehicles 267 Personal Trusts 273 Custodial Accounts 279 Private Banking 285   Credit   Real Estate Loans 289   First-Mortgage Loans 295   Second-Mortgage and Home-Equity Loans 303   Home Equity Credit Lines 311   Other Real Estate Loans 319 Consumer Credit 323   Vehicle Loans 333   Vehicle Leasing 339   Installment Loans 343   Other Secured Loans 349   Education Loans 353   Secured Credit LInes 359   Unsecured Personal Loans 363   All Other Credit LInes 367   Revolved Credit Cards 371   Insurance Products   Property and Casualty Insurance 377   Vehicle Insurance 379   Homeowner's or Renter's Insurance 385   Mortgage Insurance 391   Credit Insurance 395 Life Insurance 399   Group Life Insurance 405   Individual Life Insurance 411     Term Life Insurance 419     Whole (Straight) Life Insurance 425     Universal, Variable, or Interest-Sensitive Life Insurance 431   Policy Loans 435 Health and Disability Insurance     Health or Health-Related Insurance 439     Group Health or Health-Related Insurance 446     Individual Health or Health-Related Insurance 452   Disability Insurance 459     Group Disability Insurance 465     Individual Disability Insurance 471 Other Insurance     Travel and Accident Insurance 475   Professional and Regular Liability Insurance 478   Accidental Death and Dismemberment Insurance 484   Information and Advice   Information and Advice 489   Financial Advisors 495   Time, Trust, Control 499   Balance Sheets   Assets 513 Liabilities 525 Net Worth 531 Insurance Products 535 Transaction Products 541   Appendixes   A   MacroMonitor Survey Methodology A-1 B   Survey Weighting Procedures B-1 C   Sampling Tolerance Tables C-1 D   Calculated Variables D-1 E   Alphabetical Index—Table Locator E-1 F   Household Segment Definitions F-1

Contact Us / Become a Client   (Korean Inquiries)   (Japanese site) Privacy Policy Sign up for SRIC-BI News, a free newsletter! © 2001–08 by SRI Consulting Business Intelligence. All rights reserved. Unauthorized use or reproduction of all or any part of this document is prohibited. webmaster@sric-bi.com.