Bank Insurance & Securities Association

2014 Leadership Member
BISA Leadership Member participation offers manufacturers, and product and
solutions provider companies opportunities to work directly with the Board of
Directors as a Leadership Advisory Board Member; showcase their company’s
thought-leadership, knowledge and savvy; and, deepen relationships with
financial institution executives who are seeking insights and solutions to help them
achieve improved performance and business growth.
The Bank Insurance & Securities Association (BISA) is the leading financial services industry association
dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance,
and other financial products and advisory services through the bank channel. Member companies
include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party
marketing companies, product manufacturers and firms providing products, technology or services to
support these enterprises.
BISA provides unique value across this segment of the financial services industry by:
• Connecting executives across the insurance, investment and bank channel sectors of the financial
services industry.
• Creating forums for examining critical issues and presenting innovative solutions that drive business
results and manage risk in the bank distribution channel.
• Facilitating collaboration and networking opportunities—creating high-value interactions for
leaders from depository institutions and the firms that provide products and services that enable
business performance and growth.
• Showcasing innovations, thought-leadership and best practices that help all members improve their
• Providing the business intelligence, research, performance data and education that helps all
members make better-informed business decisions, grow their businesses, and advance their
personal brand and professional stature in financial services.
BISA Core Value Proposition
Business Intelligence
BISA attracts and engages
senior executives from across
all segments of the industry by
bringing together the bank
channel with the investment
and insurance sectors to
create unique networks,
relationships and
collaboration opportunities.
BISA provides information
delivery channels for industry
thought-leadership, strategic
insights, and best practices
that improve the effectiveness
of executives and their
BISA is the go-to source for
business intelligence,
research, data, and analytics
that enable executives to
understand industry trends
and make better informed
business decisions.
Value Proposition—Product Manufacturers & Solutions Providers
By creating multiple venues for high-value executive connections, brand
visibility, thought-leadership and sharing of business intelligence, BISA
enables manufacturers and product and solutions providers that target the
depository institution channel:
• To develop executive decision-maker relationships and gain insights that
drive their business development strategies, performance and
competitiveness in serving the bank distribution channel.
• To more effectively market, sell and distribute their investment and
insurance products, platforms, or solutions to depository institutions.
• To be positioned as innovative industry leaders and strategic business
partners with bank distribution channel program, sales, marketing and
product management executives.
BISA Strategic Priorities
1. Increase Membership/Deepen Membership
2. Integrate Mutual Fund/Asset Management
3. Play Lead Role in Evolution of Wealth
Management/Advisory Business in Bank Channel
4. Become the Source of Industry Performance
5. Become the Go-To Organization for
Education/Insights/Best Practices
Examples of Financial Institution Member Companies
Associated Investment Services, Inc.
Bancorp South Investment Services
Huntington Investment Company
BankUnited Investment Services, Inc.*
Key Investment Services*
BB&T Investment Services*
M&T Securities*
BBVA Investment Services*
Peoples Securities
BMO Harris Financial Advisors
PNC Investments*
Capital One
Popular Investments
CCO Investment Services Corp.
Premier America Credit Union*
Citigroup Personal Wealth*
Redstone Federal Credit Union
Comerica Securities
Regions Investment Services*
Commerce Brokerage Services*
SunTrust Investment Services*
Fifth Third*
Synovus Securities, Inc.
First Brokerage America
TD Bank
First Citizens Securities Corp.
U.S. Bancorp Investments, Inc.*
First Merit Financial Services
Umpqua Investments
Frost Brokerage Services
Wells Fargo Advisors*
Webster Investment Services*
* 2014 Board of Directors Representation
Current Leadership Member Companies
Allianz Life Insurance Company
National Financial, a Fidelity Investments Company
American Capital Realty
AXA Distributors, Inc.
New York Life Insurance Company
Cetera Financial Institutions
Northstar Financial Services (Bermuda), Ltd.
CUSO Financial Services, LP
Pershing LLC/Bank of New York-Mellon
Dividend Capital
Principal Financial Group
Essex National Securities, Inc.
Protective Life Insurance Co.
First Trust Portfolios
Prudential Financial
Forethought Financial Distributors
Raymond James Financial Services
Genworth Financial
Russell Investments
Securities America, Inc.
INVEST Financial Corporation
SunAmerica Retirement Markets, Inc.
Jackson National Life Insurance Co.
Symetra Financial
Lincoln Life Distributors
The State Life Insurance Co., A ONEAmerica Company
LPL Financial Institution Services
MetLife Investors
Wells Real Estate Funds
BISA Product & Services Portfolio
Performance Research &
• BISRA Performance Benchmarking— PILOT PROGRAM
• BISRA Strategic Research Studies
Webinar Series
Thought-Leadership Series
Sales Effectiveness Series
BISRA Executive Summits
(see separate prospectus)
Leadership Member Advisory Board Joint Meetings (3 per year)
CEO Executive Summits (2 per year/option to sponsor)
Topical Executive Summits (min. of 8 per year/option to sponsor)
Bank Insurance & Securities
BISM quarterly print magazine
BISM Online
Online/Mobile Information
Delivery Channel
BISA OneSource (Weekly)
BISA OneSource Online Marketplace
BISA Annual Convention, March 5-7, 2014, Hollywood, Florida
Leadership Member Solution Showcases
Sales Management Track
Product Management & Marketing Track
Wealth Management Track
Retirement Income Planning Track
New strategic alliance to provide research and knowledge exchange for
the bank brokerage industry
On August 1, 2012 the Bank Insurance & Securities Association (BISA) and LIMRA jointly announced the
formation of Bank Insurance and Securities Research Associates (BISRA), a strategic alliance between the two
highly-regarded financial services industry organizations.
BISRA's mission is to be the primary source of top-quality information and networking to those selling
insurance and investment products through the bank/credit union channel.
BISRA will serve as the research arm of BISA, and will offer groundbreaking research products and services, as
well as jointly develop a variety of new products and services, including a transaction-level database that will
provide banks and credit unions with unprecedented benchmarking capabilities related to their investment
services offerings. Through the formation of BISRA we will be taking the executive roundtable platform
program established by Kehrer- LIMRA to a new level of value for both invited attendees and sponsors.
BISRA Executive Summit Target Attendees
Invited Attendee Position/Function
CEO Summit
Program Head/President/CEO
Platform Management Summit
Platform Program Mgr, Sales Mgr, Product Mgr
Sales Management Summit
Sales Management Executives/Managers
Wealth Management Summit
Program Head, Wealth Management Exec
Advisory Business Summit
Program Head, Wealth Mgmt Exec, Sales Mgmt
Product Management Summit
Product Management Executives/Managers
Financial Planning Summit
Wealth Mgmt Execs, Heads of Financial Planning, Strategy Support
Bank Life Sales Summit
Insurance Program Mgmt Execs, Sales Mgmt, Product Specialists
Operations Summit
Operations , IT, and Support Executives
2014 Leadership Member Options
Leadership Advisory Board Participation
Strategic Leadership & Governance Involvement
Government Relations Participation
Executive Summit Participation & Sponsorships
BISA Annual Convention Sponsorship/Exhibit Package
BISA Annual Convention Member Registration Discounts
Educational Program Content Contributors/Speakers
Solutions Showcase Presenters
Content provider for BISA OneSource Online information service
BISA Online Marketplace Featured Provider
BISRA Research & Statistics Package
Leadership Member Benefits
Leadership Member Benefits
Leadership Member Benefits
Leadership Member Benefits
Contact Information
James M. McNeil
Executive Director
2025 M Street, N.W., Suite 800
Washington, D.C. 20036
Headquarters Office: 202-367-1111
Direct Line: 202-367-1256
Mobile: 312-523-4984
[email protected]

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