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Publications

Massachusetts Bankers Association 2012 Bank Insurance and Investments Sales Survey

12/1/2012

 

This Survey was conducted in December 2011 and deliberately solicited both those financial institutions (FI) that are currently selling insurance and investment products to their clients and those institutions in Massachusetts not currently distributing these products. This Survey seeks to understand why some of these institutions are not distributing investments and insurance and to identify benchmarks for participating institutions. 

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