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Crosstabulations 2000–01 Affluent MacroMonitor

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Contents
INTRODUCTION i
  Explanation of Table Format ii
  Sample Crosstab v
  Banner Point Definitions vii
  Table Locator xi
TRANSACTION PRODUCTS 1
  Checking Accounts 8
  Other Accounts 20
  Packaged Accounts 22
  Asset Management Accounts 38
  Stockbrokerage Accounts 54
  Credit Cards and Payment Services 78
  Visa or MasterCard 108
  Discover Card 167
  American Express Blue/Optima 172
  Retail Cards 183
  Travel and Entertainment Cards 188
  ATM Cards 208
  Debit Cards 212
  Direct Marketing 217
  Automatic Deposits, Payments, and Other High-Tech Access 232
  Personal Computers 243
  Home Banking 260
  Home Investing 268
  Internet Transactions & Account Activities 276
SAVINGS AND INVESTMENTS 281
  Savings Products 300
  Savings Accounts 308
  CDs 315
  Money Market Deposit Accounts 325
  Money Market Mutual Funds 333
  U.S. Savings Bonds 341
  Investment Products 348
  Stock and Bond Mutual Funds 359
  Individual Stocks, Bonds, and Other Securities 439
  Wrap Fee Accounts 477
  Margin Accounts 484
  Retirement Products 488
  IRAs and SEPs 509
  Salary-Reduction Plans 544
  Keogh Accounts 565
  Individual Annuities 567
  Pensions 584
  Illiquid Assets 586
  Tangible Assets 586
  Businesses 591
  Primary Residence 596
  Other Real Estate 605
  Limited Partnerships 613
  Motor Vehicles 616
  Personal Trusts 625
  Custodial Accounts 633
  Private Banking 636
CREDIT 642
  Real Estate Loans 649
  First Mortgage Loans 667
  Second Mortgage Loans 684
  Home Equity Credit Lines 701
  Other Real Estate Loans 720
  Consumer Credit 727
  Vehicle Loans 741
  Vehicle Leasing 766
  Installment Loans 788
  Other Secured Loans 796
  Education Loans 803
  Secured Credit Lines 810
  Unsecured Personal Loans 818
  All Other Credit Lines 825
  Revolved Credit Cards 832
INSURANCE PRODUCTS 905
  Property/Casualty Insurance 911
  Vehicle Insurance 914
  Homeowner's/Renter's Insurance 927
  Mortgage Insurance 940
  Credit Insurance 945
  Life Insurance 948
  Group Life Insurance 962
  Individual Life Insurance 968
  Term Life 999
  Whole Life 1006
  Universal Life 1014
  Policy Loans 1031
  Health and Disability Insurance 1035
  Health Insurance 1035
  Disability Insurance 1061
  Other Insurance 1069
INFORMATION AND ADVICE 1076
  Financial Advisors 1085
  Types of Information and Advice 1093
  Information Sources 1099
BALANCE SHEETS 1102
  Assets 1102
  Liabilities 1131
  Net Worth 1143
  Insurance Products 1154
  Transaction Products 1160
INSTITUTIONS 1166
  Banks 1183
  Savings Banks, S&Ls 1221
  Credit Unions 1239
  Insurance Companies 1255
  Stockbrokerage Firms 1294
  Mutual Fund Companies 1338
  Financial Planning Companies 1364
  Finance Companies 1382
  Other Finance/Credit Companies 1410
ATTITUDES 1426
  General Financial 1426
  Institutions 1444
  Investing 1459
  Retirement 1487
  Credit 1499
  Insurance 1521
  Information and Advice 1535
DEMOGRAPHICS & MISCELLANEOUS 1551
 
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