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Did You Know?

  • That, as of the first quarter 2011, the combined net assets of U.S. variable annuities were valued at nearly $1.6 trillion, an 11% increase from first quarter 2010 and the highest level ever recorded?
  • In 2010 fixed annuity assets were valued at $659 billion a 6% increase from 2009?
  • That in 2010, the total average expense difference between variable annuities and mutual funds was 1.01%?
  • In 2011, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401(k) and $200,000 plus for a non-qualified annuity?
  • That the average number of funds per variable annuity contract was 50 in 2010, of which 47% of assets were invested in equities, 11% in bonds, and 20% in fixed-rate accounts?
  • That the guaranteed lifetime withdrawal benefit was offered on 79% of variable annuities in 2011 and was elected by 65% of contract holders?
  • Boomers who own annuities have a higher confidence in retirement expectations, with 92% believing they are doing a good job in preparing for retirement?
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Being a professional who renders retirement advice, financial planning, and retirement services to individuals is a challenge. Look to the Insured Retirement Institute's searchable sources to support the cultivation of a sufficiently knowledgeable sales force—who can explain annuities clearly, accurately, and understandably to the investor.

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Public Policy Issues to Take Center Stage at IRI GLRC 2013

The Insured Retirement Institute (IRI) today announced that the IRI Government, Legal and Regulatory Conference 2013 will be held in Washington, D.C., on June 17 and 18 at the Grand Hyatt Washington.

Public Policy Issues to Take Center Stage at IRI GLRC 2013

The Insured Retirement Institute (IRI) today announced that the IRI Government, Legal and Regulatory Conference 2013 will be held in Washington, D.C., on June 17 and 18 at the Grand Hyatt Washington.

New Consumer Fact Sheet: The Basics of Investing

The Insured Retirement Institute (IRI) and the National Retirement Planning Coalition (NRPC) released a new fact sheet focused on the basics of investing as part of their six-month national retirement planning campaign.

New Consumer Fact Sheet: The Basics of Investing

The Insured Retirement Institute (IRI) and the National Retirement Planning Coalition (NRPC) released a new fact sheet focused on the basics of investing as part of their six-month national retirement planning campaign.

IRI Issues Statement on Labor’s Income Illustrations Notice

The Insured Retirement Institute (IRI) today released a statement from IRI President and CEO Cathy Weatherford after the Department of Labor’s Employee Benefits Security Administration (EBSA) published a notice of proposed rulemaking to require benefit statements to provide estimated lifetime income payments based on a plan participant’s accrued benefits and projected future accrued benefits.

IRI Issues Statement on Labor’s Income Illustrations Notice

The Insured Retirement Institute (IRI) today released a statement from IRI President and CEO Cathy Weatherford after the Department of Labor’s Employee Benefits Security Administration (EBSA) published a notice of proposed rulemaking to require benefit statements to provide estimated lifetime income payments based on a plan participant’s accrued benefits and projected future accrued benefits.


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