News Releases

2020

NFP - Michael White Report BOLI Assets Climb 3.1% to $180.5 Billion as of June 30, 2020(09/22/2020)

NFP - Michael White Report BOLI Assets Grew 3.6% to $179.2 Billion as of March 31, 2020(07/06/2020)

NFP - Michael White Report BOLI Assets Grew 3.9% to Over $178.2 Billion as of December 31, 2019(03/23/2020)

NFP-Michael White BOLI Holdings Report BOLI Assets Grew to More than $176 Billion as of September 30, 2019(01/29/2020)

2019

NFP/Equias Alliance - Michael White Report BOLI Assets Grew to $175.0 Billion as of June 30, 2019(09/30/2019)

NFP/Equias Alliance - Michael White Report BOLI Assets Grew 2.1% to $172.9 Billion as of March 31, 2019(06/30/2019)

Equias Alliance/Michael White Report BOLI Assets Grew 2.0% to $171.6 Billion as of December 31, 2018(03/18/2019)

2018

Equias Alliance/Michael White Report BOLI Assets Grew 2.7% to Over $171 Billion(12/18/2018)

Equias Alliance/Michael White Report BOLI Assets Grew 3.2% to Nearly $170 Billion as of June 30, 2018(09/18/2018)

Equias Alliance/Michael White Report BOLI Assets Grew 3.8% to $169.4 Billion in 1Q 2018(07/02/2018)

Equias Alliance/Michael White Report BOLI Assets Grew 4% to $168 Billion in 2017(04/16/2018)

Michael White Reports Bank Insurance Income Grew 2% in 2017(04/10/2018)

Michael White Reports Bank Annuity Income Fell 6.4% in 2017(04/09/2018)

2017

Equias Alliance/Michael White Report BOLI Assets Surpass $166 Billion(12/19/2017)

Bank Insurance Income Holds Steady in First Half 2017(09/26/2017)

Bank Annuity Income In First-Half 2017 Up From First-Half 2016(09/25/2017)

Equias Alliance/Michael White Report BOLI Assets Surpass $164 Billion as of June 30, 2017(09/18/2017)

Michael White Reports First Quarter Bank Annuity Fee Income Up 4.2% from a Year Ago(06/30/2017)

Michael White Reports BankInsurance Brokerage Income Hurt by Wells Fargo Decline in First Quarter 2017(06/27/2017)

Equias Alliance / Michael White Report BOLI Assets Surpass $163 Billion(06/19/2017)

Michael White Reports BankInsurance Income Experiences Slight Decline in 2016 Due to Large Declines among a Few Large BHCs(04/10/2017)

Michael White Reports Bank Annuity Income Up 2.3% in 2016 Because of Best Quarter in History(04/03/2017)

Equias Alliance/Michael White Report BOLI Assets Surpass $161 Billion as of December 31, 2016(03/27/2017)

2016

Equias Alliance/Michael White Report BOLI Assets Surpass $160 Billion as of September 30, 2016(12/29/2016)

Equias Alliance/Michael White Report BOLI Assets Reach $159 Billion as of June 30, 2016(09/30/2016)

BankInsurance.com, Michael White Associates, Transom Consulting Group and industry expert Neal Aton team up to provide guidance to banks and carriers looking for wins in bank insurance(08/01/2016)

Equias Alliance/Michael White Report BOLI Assets Surpass $157 Billion in 1Q 2016(06/28/2016)

Sorrento Pacific-Michael White Report: Big BHC Wealth Management Fee Income Hits Record $135.5 Billion in 2015(04/25/2016)

Michael White Reports BankInsurance Income Experiences Uptick in 2015(04/19/2016)

Michael White Reports Bank Annuity Income Begins To Slow Despite Record in 2015(04/12/2016)

Equias Alliance/Michael White Report BOLI Assets Exceed $156 Billion at End of 2015(03/21/2016)

Sorrento Pacific and Michael White Report Bank Wealth Management Fee Income Up(02/08/2016)

Michael White's Bankinsurance Report: Over Three-Fifths of Million-Dollar Bank Agencies Enjoy Rise in Revenues(01/20/2016)

Michael White Reports Bank Annuity Income Down 2.5% for Three Quarters of 2015(01/19/2016)

2015

Equias Alliance/Michael White Report BOLI Assets Surpass $154 Billion at End of 3Q 2015(12/15/2015)

Sorrento Pacific-Michael White Report Wealth Management Income Grows to Another Record First Half(10/26/2015)

Michael White Reports Bank Insurance Brokerage Grows 2.7% in 1st Half 2015(10/19/2015)

Bank Annuity Income Strong in 2Q 2015, Despite Slip From Last Year's Record First Half(10/13/2015)

Equias Alliance/Michael White Report BOLI Assets Surpass $153 Billion in 1st Half 2015(09/21/2015)

Michael White Reports BankInsurance Income Rises In First Quarter 2015(07/28/2015)

Michael White Reports 1Q2015 Bank Annuity Fee Income Hits Lowest Quarterly Point Since 2Q2013(07/23/2015)

Sorrento Pacific-Michael White Report Bank Wealth Management Fee Income Hits First Quarter Record(07/21/2015)

Equias Alliance/Michael White Report BOLI Assets Surpass $150 Billion in 1Q 2015(06/24/2015)

Sorrento Pacific - Michael White Report Wealth Management Fee Income Hits Record $143.2 Billion in 2014(04/21/2015)

Michael White Reports Declines at 20 Big Bank Agencies Drag BankInsurance Income Down in 2014(04/15/2015)

Michael White Reports Bank Annuity Income Begins To Slow Despite Record in 2014(04/14/2015)

Equias Alliance/Michael White Report BOLI Assets Hit Nearly $150 Billion at End of 2014(03/18/2015)

Sorrento Pacific-Michael White Report Bank Wealth Management Income Up 7.7%(02/10/2015)

Michael White-Succeed Advisors Report: Nearly Two-Thirds of Million-Dollar Bank Insurance Agencies Increase Revenues(01/20/2015)

Michael White Reports Bank Annuity Income Up 8.4% for Three Quarters of 2014(01/19/2015)

Michael White-Securities America Report: Community Bank Investment Programs Reach Record Level of 3Q YTD Income(01/12/2015)

2014

Equias Alliance/Michael White Report BOLI Assets Hit Nearly $148 Billion at End of 3Q 2014(12/22/2014)

Banks Revel in Record First Half Wealth Management Income, Reports Sorrento Pacific - Michael White(11/11/2014)

Some Big Bank Holding Companies Continue to Fumble Bank Insurance Brokerage, Others Grow Income in 1st Half 2014(11/04/2014)

Bank Annuity Income Up, Best First Half on Record (11/03/2014)

Equias Alliance/Michael White Report BOLI Assets Nearly Reached $147 Billion in 1st Half 2014(09/23/2014)

Sorrento Pacific-Michael White Report First Quarter Wealth Management Income Hits Record(09/12/2014)

Equias Alliance/Michael White Report BOLI Assets Reached $145 Billion in 1Q 2014(08/26/2014)

Michael White-Succeed Advisors Report: Losses at One Big Bank Contributes to Slowdown in Insurance Brokerage Income(08/18/2014)

Michael White-Securities America Report: Community Bank Investment Programs Stronger Than Ever(08/05/2014)

Sorrento Pacific - Michael White Report Wealth Management Income Hits Record $134.6 Billion(06/09/2014)

Michael White-Succeed Advisors Report Insurance Brokerage Income Steady in 2013 Despite Continued Stumbling Among Big Banks(05/13/2014)

Michael White Reports Record Bank Annuity Fee Income in 2013(04/08/2014)

Equias Alliance / Michael White Report BOLI Assets Reached Nearly $144 Billion in 2013(03/24/2014)

Michael White-Securities America Report: Community Bank Investment Programs Have Best Year in 2013(03/17/2014)

Michael White-IPI Report Wealth Management Income Up 10.5% through 3Q 2013(02/11/2014)

Michael White Bank Insurance Brokerage Report: Two-Thirds of Million-Dollar Bank Agencies Increase Revenues(01/27/2014)

2013

Equias Alliance/Michael White Report Record BOLI Assets Reach Nearly $142 Billion(12/23/2013)

Michael White - Securities America Report: Community Bank Investment Programs Have Best Start in 7 Years(12/17/2013)

Michael White Bank Insurance Brokerage Report: Some Big BHCs Continue to Stumble, Others Grow Income in 1st Half 2013(11/19/2013)

Michael White and Investment Professionals Inc. Report First Half Bank Wealth Management Income(11/14/2013)

Michael White-Securities America Report: Community Bank Investment Programs Have Best Quarter and Best Half in Seven Years(09/10/2013)

A Couple Big BHCs Stumble, Most Grow Income in First Quarter 2013(07/30/2013)

Bank Annuity Fee Income Steady in 1Q 2013, Number of BHCs with Double-Digit Growth Increases(07/23/2013)

Michael White-Securities America Report: Community Bank Investment Programs Have Best First Quarter(07/10/2013)

Equias Alliance / Michael White Report BOLI Assets Reach $139 Billion in 1Q 2013(07/09/2013)

Michael White-IPI Report Wealth Management Income Hits Record $122B in 2012; 4Q Also a Record High(05/21/2013)

Michael White Reports Core Bank Annuity Income Slowed in

Michael White Report: While Couple of Big Banks Stumble, Most Grow Insurance Brokerage Income in 2012(05/20/2013)

Michael White Reports Core Bank Annuity Income Slowed in 2012, Despite the Rise Resulting from New BHC Reporters(04/16/2013)

Michael White-Securities America Report: Community Bank Investment Programs Grow 11.8% in 2012(04/10/2013)

Equias Alliance Announces Partnership with Michael White Associates in BOLI Holdings Report(04/10/2013)

Equias Alliance / Michael White Report BOLI Assets Reached $138 Billion in 2012(03/31/2013)

Michael White-IPI Report Brokerage, Annuities & Trust Bolster Wealth Management Income as Investment Advisory/Banking Declines through 3Q 2012(03/13/2013)

Michael White-Prudential Report Bank Insurance Brokerage Declines 7.1% in First 3 Quarters(02/26/2013)

Michael White / Meyer-Chatfield Report BOLI Assets Reach $147.8 Billion at End of 3Q 2012(02/25/2013)

Michael White-Securities America Report: Community Bank Investment Programs Strengthen(01/15/2013)

2012

Michael White-IPI Report Wealth Management Income Slows in First Half 2012(11/13/2012)

Michael White-Prudential Report Number of BHCs With Double-Digit Growth in Insurance Up 39.7% in First Half 2012(10/29/2012)

Michael White/Meyer-Chatfield Report BOLI Assets Reach $145.6 Billion in 1at Half 2012(10/23/2012)

Michael White-ABIA Report: Bank Annuity Income Up, But Number of Growing Bank Annuity Programs Declines(10/22/2012)

Michael White-Securities America Report: Community Bank Investment Programs Have Best 1st Half in Six Years(10/09/2012)

Michael White-Prudential Report Michael White-Prudential Report Bank Insurance Brokerage Income Slips From Record High in 1Q(09/04/2012)

Michael White/Meyer-Chatfield Report BOLI Assets Reach $145.6 Billion in 1Q 2012(08/13/2012)

Michael White-Securities America Report: 60% of Community Bank Investment Programs Set to Earn $250K Grow in 1Q(08/09/2012)

Michael White-ABIA Report Bank Annuity Fee Income Declines in 1Q2012 Offset by New Thrift and Bank Holding Company Reporters(07/31/2012)

Michael White-IPI Report Record Wealth Management Income Over $118 Billion in 2011(06/30/2012)

Michael White/Meyer-Chatfield Report BOLI Assets Reached $143.7 Billion in 2011(05/08/2012)

Michael White - Prudential Report Bank Insurance Brokerage Registers Record in 2011(05/01/2012)

Michael White-ABIA Report: Bank Annuity Fee Income Up in 2011(04/18/2012)

Michael White-Securities America Report: Community Bank Investment Programs Grow, But Slow at Year-End 2011(03/20/2012)

Bank Insurance Brokerage Registers Record 3 Quarters(02/07/2012)

BOLI Assets Continue to Climb, Favoring Hybrid Accounts(01/24/2012)

Community Bank Investment Program Growth Through Three Quarters Is Good, But Slowing(01/16/2012)

Bank Annuity Fee Income Climbed 22.6% Through First Three Quarters of 2011(01/10/2012)

2011

Bank Insurance Brokerage Up to Record Highs in Second Quarter and First Half 2011(11/07/2011)

2Q BOLI Assets Up and Trending Toward Hybrid Accounts(10/24/2011)

Community Bank Investment Programs Have Best 1st Half in Three Years(10/19/2011)

Bank Annuity Fee Income Hits Record Level for First Half and Second Quarter(10/13/2011)

Bank Insurance Brokerage Income Hits Record for Second Straight Quarter(08/08/2011)

Bank Annuity Fee Income Hits a High in First Quarter(07/18/2011)

Community Bank Investment Programs Have Best 1Q in Three Years(07/12/2011)

New Data Shows Separate Accounts Constitute Majority of BOLI Assets(06/21/2011)

BOLI Assets Reached Over $142 Billion in 2010(05/23/2011)

Underwriting Decline Pulls Bank Holding Company Total Insurance Revenue Under 2009 Record(05/16/2011)

Community bank investment programs strengthened in 2010(05/10/2011)

Bank Insurance Fee Income Again Reaches Record Despite Tough Times(05/10/2011)

Bank Annuity Fee Income Down Only Slightly in 2010(04/19/2011)

BOLI Assets Hit Record $140.2 Billion�in Third Quarter 2010(02/28/2011)

Bank Insurance Brokerage Registers Record in 3 Quarters(02/09/2011)

Bank Securities Brokerage Income Up 5.5% Through Third Quarter 2010(01/25/2011)

Bank Annuity Fee Income Down 7.6% Through Third Quarter 2010(01/19/2011)

2010

Community Banks Boast Investment Program Growth(12/14/2010)

BOLI Assets Hit Record $138.4 Billion in First Half 2010(11/01/2010)

Total BHC Insurance Revenues Up Slightly in First Half 2010(10/25/2010)

Bank Insurance Brokerage Up to Record Highs in Second Quarter and First Half(10/19/2010)

Community Bank Investment Programs Continue to Strengthen in 2nd Quarter(10/13/2010)

10% Hike in Bank Holding Company Annuity Fee Income According to MWA and the ABIA(10/06/2010)

Community Bank Investment Programs Off To A Better Start in 2010(08/24/2010)

Michael White-Prudential Report: Bank Insurance Brokerage Income Hits Record for Second Straight Quarter(08/09/2010)

Michael White-Meyer-Chatfield Report BOLI Assets Reach $135.8 Billion in First Quarter 2010(08/02/2010)

Michael White-ABIA Report Bank Annuity Fee Income Down 21% in 1Q 2010(07/20/2010)

Michael White-ABIA Report Banking�s Total Insurance Revenue Hit Record Level(06/01/2010)

Bank Insurance Fee Income Reaches Record Despite Tough Times(05/25/2010)

BOLI Assets Reach Nearly $135 Billion in 2009(05/20/2010)

Michael White-ABIA Report Flat Bank Annuity Fee Income in 2009(04/23/2010)

Banks Boast Best Insurance Brokerage Fee Income in Last Five Quarters(01/26/2010)

Michael White-ABIA Report 3Q Bank Annuity Fee Income Up 12.9% Over Previous Quarter(01/20/2010)

2009

Bank Holding Company Securities Brokerage Income Hits $16.4 Billion in First Half 2009(11/11/2009)

Michael White-ABIA Report Total BHC Insurance Revenues Steady in First Half of 2009(10/27/2009)

Michael White-Prudential Report Bank Insurance Brokerage Fares Well in First Half �09(10/21/2009)

Bank Annuity Income Up, But Slowing in First Half of 2009(10/14/2009)

Commercial Bank BOLI Assets Hit Record $115 Billion in First Half 2009(10/06/2009)

12.5% Boost in Bank Insurance Program Productivity at Mid-Year(09/29/2009)

First-Quarter BHC Securities Brokerage Income Jumps 70.3% from Fourth Quarter �08(08/25/2009)

First-Quarter �09 Bank Insurance Brokerage Fee Income Up 15% from Fourth Quarter �08(08/04/2009)

Record Bank Annuity Fee Income in 1Q 2009, according to Michael White-ABIA Report(07/21/2009)

Bank BOLI Assets Exceed $126 Billion in 2008(06/23/2009)

Meyer Chatfield Announces BOLI Holdings Report in Partnership with Michael White Associates(06/09/2009)

Michael White-ABIA Report: Record Bank Annuity Fee Income in 2008(06/08/2009)  

Michael White-Prudential Bank Insurance Fee Income Report Reveals Encouraging Bank Insurance Results Despite Economic Environment(06/02/2009)  

Banking's Total Insurance Revenue Increased in 2008(05/19/2009)  

Bank Holding Company Annuity Income Up 33% in First Nine Months of 2008(01/26/2009)  

2008

Banking�s Silver Lining � Bank Annuity Commissions Up 14% in First Three Quarters of 2008(12/30/2008)  

Annuity Commissions Help Community Banks Maintain Investment Program Income in Second Quarter 2008(10/20/2008)  

Insurance Revenue Soars 9.5% Higher to $23.7 Billion at Bank Holding Companies(10/13/2008)  

Bank Holding Companies Boost Annuity Income by 40% in First Half of 2008(10/06/2008)  

Bank Insurance Brokerage Earnings Hit Highest Mid-Year Level Ever(09/15/2008)  

Bank Annuity Commissions and Fees Rise 13.2% to $539.6 Million(09/08/2008)  

Community Bank Investment Programs Off To A Better Start in 2008(07/21/2008)  

BHC Securities Brokerage Income Jumps 73%(07/14/2008)  

Bank Holding Company Insurance Brokerage Fee Income Reaches New High in First Quarter 2008(07/07/2008)  

Bank Holding Companies� Mutual Fund and Annuity Income Up 27.4%(06/30/2008)  

Bank Insurance Brokerage 1Q Earnings Hit Second-Highest Level Ever(06/16/2008)  

Bank Mutual Fund and Annuity Income Up 2.9%, Annuity Commissions Soar 18.6% in First Quarter(06/06/2008)  

Bank BOLI Assets Exceed $120 Billion(05/12/2008)  

Banking�s Total Insurance Revenue Stays Level in 2007(04/15/2008)  

Community Banks' Investment Programs Earn Half Billion Dollars in 2007(04/07/2008)  

Bank Holding Company Mutual Fund and Annuity Income Hits Record in 2007(03/31/2008)  

Banks Continue to Earn Near Record-Level Insurance Brokerage Fee Income in 2007.  (03/25/2008)  

Bank Holding Company Insurance Brokerage Fee Income Slows Through Three Quarters of 2007(01/14/2008)  

Bank Holding Company Mutual Fund & Annuity Income Up 18.6% in First Nine Months of 2007(01/02/2008)  

2007

New Report Reveals Opportunity for Community Bank Investment Programs(12/21/2007)  

Bank Mutual Fund and Annuity Income Up 4.6% in First Nine Months of 2007 Over Year-Ago(12/04/2007)  

Bank Holding Company Securities Brokerage Income Hits $9.8 Billion in First Half 2007(11/06/2007)  

Bank BOLI Assets Reach Nearly $109 Billion in First Half 2007(10/23/2007)  

Total Bank Insurance Revenue Up in First Half of 2007(10/16/2007)  

Bank Holding Company Mutual Fund and Annuity Income Up 29.7% in First Half 2007 Over Year-Ago.  
(10/09/2007)  

New Michael White - LPL Financial Institution Services Report Shines Fresh Light on Community Bank Investment Programs.  (10/03/2007)  

Bank Holding Companies Bring in $4.2 Billion in Securities Brokerage Income in First Quarter.  (07/31/2007)  

Bank Holding Company Insurance Brokerage Fee Income Reaches New High in First Quarter 2007.  (07/16/2007)  

40.1% Hike in Bank Holding Companies' Mutual Fund and Annuity Income.  (07/09/2007)  

Banks Rake in $761.8 Million in 1Q Annuity Commissions.  (06/18/2007)  

Bank Insurance Brokerage Fee Income Up 3.9 Percent in First Quarter 2007.  (06/05/2007)  

Bank BOLI Assets Reach Nearly $104 Billion in 2006.  (05/08/2007)  

Bank Holding Companies� Total Insurance Revenue Down, Insurance Brokerage Fee Income Up.  (04/10/2007)  

Bank Holding Companies� Mutual Fund and Annuity Fee Income Levels Off at $19.3B in 2006.  (04/03/2007)  

Banks� Mutual Fund and Annuity Fee Income Reaches $5.4B.  (03/05/2007)  

Bank Insurance Brokerage Fee Income Reaches Record High in 2006.  (03/01/2007) 

2006

Bank Holding Companies Report Continued Success With Insurance Programs.  (10/09/2006)  

Bank of America and Wachovia Lead the Nation's Bank Holding Companies in Mutual Fund and Annuity Income During the First Half of 2006.  (10/04/2006)  

Banks Report Record Mutual Fund and Annuity Sales in First Half of 2006.  (09/05/2006) 

The nation�s bank holding companies (BHCs) increased their total insurance revenue 18.9% to $44.1 billion in 2005 from $37.1 billion in 2004.  (04/20/2006) 

Bank Holding Companies Increased Mutual Fund and Annuity Fee Income 13% in 2005  (04/03/2006)

Bank Insurance Brokerage Fee Income Jumps Over 8% to Record $3.9 Billion in 2005 (03/23/2006)

Banks� Mutual Fund and Annuity Fee Income Down 10.6% in 2005 (03/09/2006)

BankInsurance.com Revamps Website (01/04/2006)

2005

Banks� Insurance Earnings Nearly 10% Higher (11/29/2005)

Insurance Revenue Continues To Climb At U.S. Bank Holding Companies (11/01/2005)

CitiGroup and Wachovia Led Bank Holding Companies in Mutual Fund and Annuity Fee Income in First Half of 2005 (10/13/2005)

MWA Supports Proposed Call Report Changes - Suggests Further Refinement In Comment Letter (09/09/2005)

Michael White Associates Announces Bank-Owned Life Insurance (BOLI) Report to Meet New Compliance Requirements of Banking Regulators (06/28/2005)

Bank Insurance Brokerage Fee Income Up 7.5% in First Quarter of 2005 (06/21/2005)

BancorpSouth Ranks Eighteenth Among Nation�s Bank Holding Companies for Insurance Brokerage Revenue (06/01/2005)

Michael White Associates Unveils New Customizable Ratings Report That Benchmarks A Bank�s Fee Income Performance (05/10/2005)

Bank Holding Companies� Insurance Brokerage Fee Income Up 15% to Record $9.6 Billion in 2004 (04/06/2005)

Bank Insurance Brokerage Fee Income Jumps 22% to Record $3.6 Billion (03/21/2005)

Banks� Mutual Fund and Annuity Fee Income Reaches $5.6 Billion (03/14/2005)

2004

Bank Insurance Brokerage Fee Income Up 21.2% in First Three Quarters of 2004 (12/14/2004)

CitiGroup, Wachovia and Bank of America Lead Bank Holding Companies in Mutual Fund and Annuity Fee Income at September 30, 2004 (12/07/2004)

CitiGroup, Wells Fargo and BB&T Lead Bank Holding Companies in Insurance Brokerage Fee Income at September 30, 2004 (11/30/2004)

Bank Insurance Brokerage Fee Income Up 18.7% in First Half of 2004 (09/21/2004)

Bank Insurance Fee Income Rises to Record $3.6 Billion in 2003 (03/30/2004)

2003

Bank Insurance Fee Income Up A Half Billion Dollars to Record $3.5 Billion in 2002 (04/22/2003)
    

 

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