2011 Buxton Propensity Report - Fianancials
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1 2011 Buxton Propensity Report - Fianancials FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM DISC BROKERAGE FIRM 258 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH AMERICAN GENERAL 171 FINANCIAL SERVICES OTHER ONLINE SOFTWARE PREPARED PERSONAL TAXES IN LAST 12 MONTHS 155 FINANCIAL SERVICES PROPERTY AND VEHICLE INSURANCE - TENANTS 151 FINANCIAL SERVICES PURCHASED INDIVIDUAL HEALTH INSURANCE THROUGH AN ONLINE OR WEB-BASED SERVICE 145 FINANCIAL SERVICES TYPE OF INVESTMENT - INVESTMENT COLLECTIBLES (ART, ANTIQUE CARS, ETC) 144 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM DISC BROKERAGE FIRM 133 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM SAVINGS BANK 130 FINANCIAL SERVICES SENT MONEY USING WESTERN UNION IN LAST 12 MONTHS 128 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM COMMUNITY BANK 128 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - SOLE TYPE USER 125 FINANCIAL SERVICES MANUALLY (PEN AND PAPER) PREPARED PERSONAL TAXES IN LAST 12 MONTHS 121 FINANCIAL SERVICES HANDR BLOCK TAXCUT (ONLINE TAX SOFTWARE) PREPARED PERSONAL TAXES IN LAST 12 MONTHS 121 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM COMMUNITY BANK 121 FINANCIAL SERVICES PURCHASED INDIVIDUAL HEALTH INSURANCE WITH OTHER 120 FINANCIAL SERVICES PAYING YOUR BILLS - ONLINE 120 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE DEBIT CARD/ELECTRONIC FUNDS TRANSFER 118 FINANCIAL SERVICES LOANS - DO NOT HAVE ANY OF THESE 117 FINANCIAL SERVICES USED ATM/DEBIT CARD 2-3 TIMES IN LAST 30 DAYS 117 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM SAVINGS BANK 117 FINANCIAL SERVICES HAVE OR USE VISA DEBIT CARD 116 FINANCIAL SERVICES PAYING YOUR BILLS - AUTOMATICALLY DEDUCTED FROM BANK ACCOUNT 114 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH CIGNA 113 FINANCIAL SERVICES TYPE OF INVESTMENT - DO NOT OWN ANY INVESTMENTS 113 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE NON-INTEREST BEARING CHECKING ACCOUNT(S) 113 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM COMMUNITY BANK 113 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH CIGNA 112 FINANCIAL SERVICES HOMEOWNERS INSURANCE - GEICO 111 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = LESS THAN $20, FINANCIAL SERVICES HAVE DEBIT CARDS 111 FINANCIAL SERVICES PUBLIC TELEVISION CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 110 FINANCIAL SERVICES USED ATM/DEBIT CARD 4 OR MORE TIMES IN LAST 30 DAYS 109 FINANCIAL SERVICES PAYING YOUR BILLS - IN PERSON 109 FINANCIAL SERVICES HAS ATM/DEBIT CARD 108 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM CREDIT UNION 107 FINANCIAL SERVICES TYPE OF INVESTMENT - COMMON STOCK IN ANY OTHER COMPANY 106 FINANCIAL SERVICES LOANS - HAVE SECURED LINE OF CREDIT ACCOUNT(S) 105 FINANCIAL SERVICES OBTAINED MEDICAL POLICY WITH MEDIGAP/MEDICARE SUPPLEMENT 105 FINANCIAL SERVICES OTHER PROFESSIONAL ON-SITE SERVICES PREPARED PERSONAL TAXES IN LAST 12 MONTHS 105 FINANCIAL SERVICES PAYING YOUR BILLS - BY PHONE 105 FINANCIAL SERVICES OBTAINED MEDICAL POLICY WITH MEDICAID 104
2 FINANCIAL SERVICES PAYING YOUR BILLS - BY MAIL 104 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE SAVINGS ACCOUNT(S) 104 FINANCIAL SERVICES LOANS - HAVE PERSONAL LOAN(S) FOR EDUCATION ONLY 103 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - HEALTH/HOSPITAL 103 FINANCIAL SERVICES POLITICAL CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 103 FINANCIAL SERVICES SENT MONEY WITHIN THE US IN THE LAST 12 MONTHS 102 FINANCIAL SERVICES SENT MONEY OUTSIDE THE US IN THE LAST 12 MONTHS 102 FINANCIAL SERVICES CURRENTLY HAVE HEALTH/HOSPITAL/LIFE INSURANCE 102 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH OTHER 102 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = $20,000-$49, FINANCIAL SERVICES LOANS - HAVE UNSECURED LINE OF CREDIT ACCOUNT(S) 101 FINANCIAL SERVICES LOANS - HAVE CAR TITLE LOAN 101 FINANCIAL SERVICES HOMEOWNERS INSURANCE - STATE FARM 101 FINANCIAL SERVICES USED ATM/DEBIT CARD ONCE IN LAST 30 DAYS 101 FINANCIAL SERVICES TURBO TAX (ONLINE TAX SOFTWARE) PREPARED PERSONAL TAXES IN LAST 12 MONTHS 101 FINANCIAL SERVICES LOANS - HAVE PERSONAL LOAN(S) NOT FOR EDUCATION 100 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH AETNA 100 FINANCIAL SERVICES CURRENTLY CARRY OTHER INSURANCE 100 FINANCIAL SERVICES USE CREDIT MONITORING 100 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM CREDIT UNION 100 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM COMMUNITY BANK 99 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM FS BROKERAGE FIRM 99 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM FS BROKERAGE FIRM 99 FINANCIAL SERVICES HAVE OR USE ANY AMERICAN EXPRESS CREDIT CARDS IN LAST 12 MONTHS 99 FINANCIAL SERVICES HAVE OR USE ANY MASTERCARD CREDIT CARDS IN LAST 12 MONTHS 99 FINANCIAL SERVICES USE ANY CREDIT CARD IN LAST 12 MONTHS 99 FINANCIAL SERVICES HAVE EITHER PROPERTY OR VEHICLE INSURANCE 98 FINANCIAL SERVICES PROPERTY AND VEHICLE INSURANCE - AUTOMOTIVE 98 FINANCIAL SERVICES DID NOT USE ATM/DEBIT CARD IN LAST 30 DAYS 98 FINANCIAL SERVICES SOMEONE ELSE-RLTVE/FAM MMBR NOT LV IN HH PAYS OUR BILLS 98 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE INTEREST BEARING CHECKING ACCOUNT(S) 98 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM MUTUAL FUND FIRM 98 FINANCIAL SERVICES TYPE OF INVESTMENT - KEOGH/SEP-IRA/PENSION 98 FINANCIAL SERVICES HAVE OR USE CREDIT CARDS 98 FINANCIAL SERVICES HAVE OR USE MASTERCARD DEBIT CARD 97 FINANCIAL SERVICES HAVE OR USE ANY VISA CREDIT CARDS IN LAST 12 MONTHS 97 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN ANY INVESTMENTS 97 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH BLUE CROSS/BLUE SHIELD 96 FINANCIAL SERVICES HAVE TERM LIFE LIFE INSURANCE 96 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = $100,000-$199, FINANCIAL SERVICES OBTAINED MEDICAL POLICY WITH BASIC/ORIGINAL MEDICARE 96 FINANCIAL SERVICES TYPE OF INVESTMENT - INTERNATIONAL INVESTMENTS 96 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM COMMUNITY BANK 96
3 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM SAVINGS BANK 96 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM CREDIT UNION 96 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM OTHER 96 FINANCIAL SERVICES HEALTH/LIFE INSURANCE-KIND OF LIFE INSURANCE - INDIVIDUAL ANNUITY 95 FINANCIAL SERVICES OBTAINED MEDICAL POLICY WITH YOU/YOUR SPOUSES PLACE WORK OR UNION 95 FINANCIAL SERVICES CURRENTLY CARRY SMALL BUSINESS INSURANCE 95 FINANCIAL SERVICES HEALTH CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 95 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM CREDIT UNION 95 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM CREDIT UNION 95 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM FS BROKERAGE FIRM 95 FINANCIAL SERVICES BANKING AND INVESTMENTS - DO NOT HAVE ANY OF THESE 95 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH FARMERS 94 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH AETNA 94 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH UNITEDHEALTHCARE 94 FINANCIAL SERVICES HEALTH/LIFE INSURANCE-KIND OF LIFE INSURANCE - GROUP LIFE 94 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - VISION CARE 94 FINANCIAL SERVICES EDUCATION CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 94 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE SAVINGS CERTIFICATES CD/LONG TERM 94 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN 401K 94 FINANCIAL SERVICES HEALTH/LIFE INSURANCE-KIND OF LIFE INSURANCE - OTHER 93 FINANCIAL SERVICES TYPE OF INVESTMENT - US SAVINGS BONDS 93 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - LOSS OF INCOME (THROUGH MED/DISABILITY) 93 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM SAVINGS BANK 93 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM FS BROKERAGE FIRM 93 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM FS BROKERAGE FIRM 93 FINANCIAL SERVICES TYPE OF INVESTMENT - ONLINE TRADING 93 FINANCIAL SERVICES LOANS - HAVE AUTO LOAN(S) FOR NEW CAR 92 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - LIFE 92 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH AMERICAN GENERAL 92 FINANCIAL SERVICES TYPE OF INVESTMENT - MUTUAL FUNDS 92 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM COMMUNITY BANK 92 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM FS BROKERAGE FIRM 92 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - TYPES OWNED - DENTAL 91 FINANCIAL SERVICES MADE CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 91 FINANCIAL SERVICES SOCIAL SERVICES/WELFARE CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 91 FINANCIAL SERVICES OTHER METHOD PREPARED PERSONAL TAXES IN LAST 12 MONTHS 91 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM CREDIT UNION 91 FINANCIAL SERVICES HAVE MUTUAL FUND/BROKERAGE ACCOUNTS 91 FINANCIAL SERVICES TYPE OF INVESTMENT - MONEY MARKET 91 FINANCIAL SERVICES ANY CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 91 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH STATE FARM 90 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = $50,000-$99, FINANCIAL SERVICES ARTS/CULTURE AND HUMANITIES CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 90
4 FINANCIAL SERVICES TURBO TAX (OFFLINE TAX SOFTWARE) PREPARED PERSONAL TAXES IN LAST 12 MONTHS 90 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE SENIOR CITIZENS CLUB 90 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM SAVINGS BANK 90 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH NATIONWIDE 89 FINANCIAL SERVICES PRIVATE FOUNDATIONS CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 89 FINANCIAL SERVICES HANDR BLOCK TAXCUT (OFFLINE TAX SOFTWARE) PREPARED PERSONAL TAXES IN LAST 12 MONTHS 89 FINANCIAL SERVICES HOMEOWNERS INSURANCE - TRAVELERS 88 FINANCIAL SERVICES CURRENTLY CARRY PROFESSIONAL MALPRACTICE INSURANCE 88 FINANCIAL SERVICES PUBLIC RADIO CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 88 FINANCIAL SERVICES 401K VALUED AT $100,000 OR MORE 88 FINANCIAL SERVICES OTHER CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 87 FINANCIAL SERVICES TYPE OF INVESTMENT - IRA 87 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH PRUDENTIAL FINANCIAL 86 FINANCIAL SERVICES HAVE OTHER INSURANCE 86 FINANCIAL SERVICES ENVIRONMENTAL CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 86 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE CASH MANAGEMENT ACCOUNT(S) 86 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM OTHER 86 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM OTHER 86 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM OTHER 86 FINANCIAL SERVICES TYPE OF INVESTMENT - TAX SHELTERS ANNUITIES 86 FINANCIAL SERVICES CPA/PRIVATE ACCOUNTANT PREPARED PERSONAL TAXES IN LAST 12 MONTHS 86 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM COMMUNITY BANK 85 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM SAVINGS BANK 85 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM CREDIT UNION 85 FINANCIAL SERVICES HEALTH/HOSPITAL/LIFE INSURANCE - KIND OF LIFE INSURANCE - WHOLE/UNIVERSAL/VARIABLE(CASH VALUE)LIFE 84 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH AFLAC 84 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE CHECK GUARANTEE CARD 84 FINANCIAL SERVICES BANKING AND INVESTMENTS - INTEREST BEARING CHECKING ACCOUNT(S) FROM MUTUAL FUND FIRM 84 FINANCIAL SERVICES LOANS - HAVE HOME MORTGAGE (1ST) 83 FINANCIAL SERVICES LOANS - HOME EQUITY LOAN 83 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH METLIGE/METROPOLITAN 83 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = $200,000-$499, FINANCIAL SERVICES RELIGIOUS CHARITABLE CONTRIBUTIONS IN LAST 12 MONTHS 83 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM SAVINGS BANKS 83 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM FS BROKERAGE FIRM 83 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH NORTHWESTERN MUTUAL 82 FINANCIAL SERVICES PURCHASED INDIVIDUAL HEALTH INSURANCE WITH INSURANCE AGENT OR BROKER 82 FINANCIAL SERVICES CURRENTLY CARRY BOAT OWNERS/INLAND MARINE INSURANCE 82 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM DISC BROKERAGE FIRM 82 FINANCIAL SERVICES PROPERTY AND VEHICLE INSURANCE - HOMEOWNERS 82 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH AFLAC 81 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN CORPORATE BONDS 81 FINANCIAL SERVICES CURRENTLY CARRY PERSONAL LIABILITY (NOT AUTO/HOMEOWNER) 81
5 FINANCIAL SERVICES OUR HOUSEHOLD HAS NO BILLS TO PAY 81 FINANCIAL SERVICES LOANS - HAVE HOME IMPROVEMENT LOAN(S) 80 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM COMMUNITY BANKS 80 FINANCIAL SERVICES BANKING AND INVESTMENTS - CURRENTLY HAVE SAVINGS CERTIFICATES CD/SHORT TERM 80 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM COMMUNITY BANK 80 FINANCIAL SERVICES CURRENTLY CARRY CONVALESCENT (LONG TERM) CARE INSURANCE 79 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM FS BROKERAGE FIRM 79 FINANCIAL SERVICES TYPE OF INVESTMENT - OTHER COLLEGE SAVINGS 79 FINANCIAL SERVICES TYPE OF INVESTMENT - TAX SHELTERS 79 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH TEACHERS (TIAA) 78 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN COMMON OR PREFERRED STOCK IN COMPANY WORK FOR 78 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM OTHER 78 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM OTHER 78 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM DISC BROKERAGE FIRM 78 FINANCIAL SERVICES OBTAINED MEDICAL POLICY WITH FRATERNAL/MEMBERSHIP GROUP 77 FINANCIAL SERVICES VALUE OF LIFE INSURANCE = $50,000-$99, FINANCIAL SERVICES TYPE OF INVESTMENT - OTHER US GOVERNMENT BONDS 77 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM OTHER 77 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM CREDIT UNION 77 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM OTHER 76 FINANCIAL SERVICES MONEY MARKET VALUED AT $100,000 OR MORE 76 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS ACCOUNT(S) FROM MUTUAL FUND FIRM 75 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM OTHER 75 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM SAVINGS BANK 75 FINANCIAL SERVICES HAVE HEALTH INSURANCE WITH STATE FARM 74 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN CITY/MUNICIPAL OR STATE BONDS 74 FINANCIAL SERVICES CURRENTLY CARRY UMBRELLA COVERAGE LIABILITY INSURANCE 73 FINANCIAL SERVICES BANKING AND INVESTMENTS - CASH MANAGEMENT ACCOUNT(S) FROM MUTUAL FUND FIRM 73 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH ALLSTATE 72 FINANCIAL SERVICES BANKING AND INVESTMENTS - NON-INTEREST BEARING CHECKING ACCOUNT(S) FROM DISC BROKERAGE FIRM 72 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM SAVINGS BANK 71 FINANCIAL SERVICES TYPE OF INVESTMENT - TRUST AGREEMENT 71 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK GUARANTEE CARD FROM MUTUAL FUND FIRM 70 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM MUTUAL FUND FIRM 70 FINANCIAL SERVICES TYPE OF INVESTMENT - OWN 529 COLLEGE SAVINGS 70 FINANCIAL SERVICES HAVE LIFE INSURANCE WITH TRANSAMERICA 69 FINANCIAL SERVICES TYPE OF INVESTMENT - US TREASURY BILLS OR NOTES 69 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM CREDIT UNION 69 FINANCIAL SERVICES OTHER OFFLINE SOFTWARE PREPARED PERSONAL TAXES IN LAST 12 MONTHS 67 FINANCIAL SERVICES OUTSIDE PROFESSIONAL/ACCNTNT/FINANCIAL ADVISOR PAYS OUR BILLS 66 FINANCIAL SERVICES TYPE OF INVESTMENT - OTHER SERCURITIES (COMMODITIES/WARRANTS/PUTS) 64 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM MUTUAL FUND FIRM 64 FINANCIAL SERVICES SENT MONEY USING RIA ENVIA IN LAST 12 MONTHS 63
6 FINANCIAL SERVICES CURRENTLY CARRY SURETY (BOND) INSURANCE 62 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/LONG TERM FROM DISC BROKERAGE FIRM 61 FINANCIAL SERVICES BANKING AND INVESTMENTS - SAVINGS CERTIFICATES CD/SHORT TERM FROM MUTUAL FUND FIRM 59 FINANCIAL SERVICES BANKING AND INVESTMENTS - CHECK DEBIT CARD/ELECTRONIC FUNDS TRANSFER FROM DISC BROKERAGE FIRM 58 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM FS BROKERAGE FIRM 56 FINANCIAL SERVICES BANKING AND INVESTMENTS -SAVINGS ACCOUNT(S) FROM DISC BROKERAGE FIRM 51 FINANCIAL SERVICES NOTARY PUBLIC PREPARED PERSONAL TAXES IN LAST 12 MONTHS 49 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM MUTUAL FUND FIRM 41 FINANCIAL SERVICES BANKING AND INVESTMENTS - SENIOR CITIZENS CLUB FROM DISC BROKERAGE FIRM 31 For More Information You May Contact: Barry Wilfahrt The Chamber GF/EGF President/CEO 202 N. 3rd St. Grand Forks, ND
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