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| 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 |
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Term Life |
1048 |
| |
Whole Life |
1055 |
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Universal Life |
1063 |
| |
Policy Loans |
1080 |
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Health and Disability Insurance |
1084 |
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Health and Health-Related |
1084 |
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Disability |
1115 |
| |
Other Insurance |
1123 |
| INFORMATION AND ADVICE |
1130 |
| |
Financial Advisors |
1146 |
| |
Time, Trust, Control |
1155 |
| BALANCE SHEETS |
1167 |
| |
Assets |
1167 |
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Liabilities |
1197 |
| |
Net Worth |
1209 |
| |
Insurance Products |
1120 |
| |
Transaction Products |
1229 |
| INSTITUTIONS |
1235 |
| |
Banks |
1254 |
| |
Savings Banks/S&Ls |
1296 |
| |
Credit Unions |
1314 |
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Insurance Companies |
1330 |
| |
Stockbrokerages |
1372 |
| |
Mutual Fund Companies |
1420 |
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Financial Planning Companies |
1446 |
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Finance Companies |
1464 |
| |
Other Finance and Credit Companies |
1496 |
| ATTITUDES |
1516 |
| |
General Financial |
1516 |
| |
Institutions |
1525 |
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Investing |
1548 |
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Retirement |
1577 |
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Credit |
1601 |
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Insurance |
1623 |
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Information and Advice |
1637 |
| DEMOGRAPHICS AND MISCELLANEOUS |
1651 |
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| 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 |