Customer Touch Points
Within the retail banking channel there are several key players responsible for recommending and selling financial products.
BIC Readers Recommend A Wide Range of Financial Products*:
Mutual Funds
Fixed Income
Variable Annuities
529 Plans
Retirement Products
Life Insurance
LTC Insurance
Common Stocks
SMAs
REITs
ETFs
Charitable Giving
84%
76%
71%
70%
69%
66%
49%
44%
41%
39%
37%
20%
*Source: 2007 Bank Investment Consultant Reader Profile Study, Wayman Research

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