Crosstabulations 1998–99 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 20
  Asset Management Accounts 34
  Stockbrokerage Accounts 48
  Credit Cards and Payment Services 71
  Visa or MasterCard 99
  Discover Card 158
  Optima Card 163
  Retail Cards 166
  Travel & Entertainment Cards 169
  ATM Cards 189
  Debit Cards 195
  Direct Marketing 202
  Automatic Deposits, Payments, and Other High-Tech Access 217
  Personal Computers 228
  Home Banking 247
  Home Investing 257
SAVINGS AND INVESTMENTS 267
  Savings Products 281
  Savings Accounts 289
  CDs 296
  Money Market Deposit Accounts 306
  Money Market Mutual Funds 314
  U.S. Savings Bonds 322
  Investment Products 326
  Stock and Bond Mutual Funds 337
  Individual Stocks, Bonds, and Other Securities 415
  Wrap Fee Accounts 451
  Margin Accounts 456
  Retirement Products 460
  IRAs and SEPs 483
  Salary-Reduction Plans 515
  Keogh Accounts 533
  Individual Annuities 535
  Pensions 551
  Illiquid Assets 553
  Tangible Assets 553
  Businesses 558
  Primary Residence 563
  Other Real Estate 572
  Limited Partnerships 580
  Motor Vehicles 583
  Personal Trusts 589
  Private Banking 597
CREDIT 603
  Real Estate Loans 610
  First Mortgage Loans 628
  Second Mortgage Loans 645
  Home Equity Credit Lines 662
  Other Real Estate Loans 681
  Consumer Credit 688
  Vehicle Loans 702
  Vehicle Leasing 727
  Installment Loans 749
  Other Secured Loans 757
  Educational Loans 764
  Secured Credit Lines 771
  Unsecured Personal Loans 779
  All Other Credit Lines 786
  Revolved Credit Cards 793
INSURANCE PRODUCTS 862
  Property/Casualty Insurance 868
  Vehicle Insurance 871
  Homeowner's/Renter's Insurance 884
  Mortgage Insurance 898
  Credit Insurance 904
  Life Insurance 908
  Group Life Insurance 922
  Individual Life Insurance 928
  Term Life 960
  Whole Life 967
  Universal Life 975
  Policy Loans 992
  Health and Disability Insurance 996
  Health Insurance 996
  Disability Insurance 1020
  Other Insurance 1028
INFORMATION AND ADVICE 1035
  Financial Advisors 1044
  Types of Information and Advice 1052
  Information Sources 1058
BALANCE SHEETS 1061
  Assets 1061
  Liabilities 1090
  Net Worth 1102
  Insurance Products 1113
  Transaction Products 1119
INSTITUTIONS 1125
  Banks 1145
  Savings Banks, S&Ls 1185
  Credit Unions 1209
  Insurance Companies 1227
  Stockbrokerage Firms 1264
  Mutual Fund Companies 1312
  Finance Companies 1340
  Other Financial Services Companies 1372
ATTITUDES 1390
  General Financial 1390
  Institutions 1408
  Investing 1426
  Retirement 1454
  Credit 1466
  Insurance 1488
  Information and Advice 1501
DEMOGRAPHICS & MISCELLANEOUS 1516
 
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