Membership

Join a Group of Leaders—and Start Getting Benefits Today

Discover the major companies and organizations you’ll be working with as an Insured Retirement Institute member. Then join them's as easy as filling out this online membership application.

A United Force for the Industry Speaking for You

IRI represents insurers, distributors, asset managers, and all other participants in our industry, a diverse group working toward a common goal: growing the understanding and acceptance of annuity and variable life products.

A Chance to Shape the Industry through IRI Committees and Task Forces

The institute's standing committees need your experience and expertise. Help make decisions that will affect our industry for years to come.

Trusted Resource for Consumers that Reaches Your Audience

IRI targets all forms of media with information that advocates the importance of annuities in retirement planning. In addition, IRI provides web-based information for the investor.

Valuable Tools for the Financial Advisor

Look to IRI's searchable sources to support the financial advisor—who can explain annuity products clearly, accurately, and understandably to their clients.

Excellent Data, Publications and Consumer Education Products

IRI is the source of a variety of materials that educate consumers and the media and are resources for use in your business.

Lobbying Efforts that Strengthen the Industry

IRI also works to educate Congress, the Administration, and federal and state regulators on the benefits of annuities and variable insurance products and ensure their fair treatment and continued availability for retirement minded Americans.

A Source for Up-to-Date Information on Regulatory Issues

Keeping up with regulatory issues is crucial to your business. IRI provides access to key regulators at annual conferences and extends a united voice through the work of committees.

The Standards Setting Organization for Annuity Sales Automation

The IRI membership has developed the Straight-through Processing Standards that is the blueprint for industry.

Savings at IRI Conferences and Annual Meetings

IRI's annual conferences gather key leaders and thinkers to cover issues such as compliance, marketing, operations, and more. Members receive reduced registration rates at all events.

Important Membership Basics

There is one class of IRI membership. Any person or organization with an interest in annuity and variable life products is eligible to apply for membership in the organization. Membership is subject to application, payment of dues, and ratification by the Board of Directors. Membership is non-transferable and non-assignable.

On your application, designate a contact person for your organization or company. This person will receive invoices for membership dues, have voting rights on institute issues on behalf of your company, receive the Annuity Fact Book, and will have his/her name listed in the IRI Membership Directory.

Dues

Dues are assessed on a calendar-year basis, based on annuity assets for insurance company and investment management members; and distributors and other companies based on the size of the organization. Affiliated companies wishing to maintain their own identity as a IRI member can join the association at a reduced affiliate rate.

If you would like to learn more about the Insured Retirement Institute, please email MemberServices@irionline.org us.