Products and Services Analysis 1998–99 MacroMonitor

All sections are client access only.
If you have questions, please contact us.

---

Table of Contents

INTRODUCTION
TRANSACTION PRODUCTS
	Checking Accounts
		Non-Interest-Bearing Accounts
		Interest-Bearing Accounts
	Other Accounts
		Packaged/Relationship Banking Accounts
		Asset Management/Investment Management Accounts
		Stockbrokerage Accounts
	Credit Cards and Payment Systems
		Visa or Mastercard
			Regular Visa or Mastercard
			Premium Visa or Mastercard
		Discover Card
		Optima Card
		Retail Cards
		Travel and Entertainment Cards
			American Express Cards
		ATM Cards
		Debit Cards
	Direct Marketing
		Credit Cards
		Insurance Products
		Asset Accumulation Products
		Other Credit Products
	Automatic Deposits, Payments, and Other High-Tech Access
	Personal Computers
		Home Banking
		Home Investing
SAVINGS AND INVESTMENTS
	Savings Products
		Savings Accounts
		Certificates Of Deposit
		Money Market Deposit Accounts
		Money Market Mutual Funds
		U.S. Savings Bonds
	Investment Products
		Mutual Funds
		Stocks, Bonds, and Other Securities
		Wrap Fee Accounts
		Margin Accounts
	Retirement Products
		Individual Retirement Accounts and Simplified Employee Pensions
		Salary Reduction Plans
		Keogh Accounts
		Individual Annuities
		Pensions
	Illiquid Assets
		Tangible Assets
		Businesses
		Primary Residence
		Other Real Estate
		Limited Partnerships
		Motor Vehicles
	Personal Trusts
	Private Banking
CREDIT
	Real Estate Loans
		First Mortgage Loans
		Second Mortgage and Home Equity Loans
		Home Equity Credit Line
		Other Real Estate Loans
	Consumer Credit
		Vehicle Loans
		Vehicle Leasing
		Installment Loans
		Other Secured Loans
		Education Loans
		Secured Credit Lines
		Unsecured Personal Loans
		All Other Credit Lines
		Revolved Credit Cards
INSURANCE PRODUCTS
	Property/Casualty Insurance
		Vehicle Insurance
		Homeowner's/Renter's Insurance
		Mortgage Insurance
		Credit Insurance
	Life Insurance
		Group Life Insurance
		Individual Life Insurance
			Term Life Insurance
			Whole (Straight) Life Insurance
			Universal, Variable, or Interest-Sensitive Life Insurance
	Health and Disability Insurance
		Health Insurance
			Group Health Insurance
			Individual Health Insurance
		Disability Insurance
			Group Disability Insurance
			Individual Disability Insurance
	Other Insurance
		Travel and Accident Insurance
		Professional and Regular Liability Insurance
		Accidental Death and Dismemberment Insurance
INFORMATION AND ADVICE
	Information and Advice
		Financial Advisors
		Information Sources
BALANCE SHEETS
	Assets
	Liabilities
	Net Worth
	Insurance Products
	Transaction Products
APPENDIXES
	A - Household Segment Definitions
	B - MacroMonitor Survey Methodology
	C - Survey Weighting Procedures
	D - Sampling Tolerance Tables
	E - Description of Terms
	F - Alphabetical Index