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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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Home   /   Advisors  /   AARP/IRI Join Forces to Educate Financial Advisors

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AARP and IRI Join Forces to Educate Financial Advisors/Professionals on Boomer Issues

recommended article

08.26.2010

The Insured Retirement Institute (IRI) and AARP are joining forces to offer two complimentary webinars on how to communicate during the financial planning process with 50+ consumer-investors who might be experiencing social, generational, family or health challenges.
Communicating with Older Clients: Parts 1 and 2 will feature the following speakers:
  • Jean Setzfand, AARP Director of Financial Security
  • Cathy Weatherford, IRI President and Chief Executive Officer
  • Michael Herndon, AARP Manager, Financial Security Institutional Outreach, Moderator.
Communicating with Older Clients: Part 1 will be held on September 16th at 1pm EDT and will focus on how to communicate effectively with older people who may face social, generational and family challenges. Our speakers will discuss solutions for assisting your clients to help identify personal circumstances that may have implications on financial planning.
Communicating with Older Clients: Part 2 will be held on November 17th at 1pm EDT and will focus on how to communicate effectively with older people who may be facing physical and medical challenges. Our speakers will discuss solutions that you an offer your clients during this stage of their life.
Who Should Participate?
A financial advisor or professional focusing on distribution, marketing, sales, investments, product and business development, or public relations in the financial services industry.
Career Level:
Beginner to executive
Register NOW at NO CHARGE
Watch and listen from the convenience of your computer. This is your chance to take advantage of some of the best educational presentations in the industry without having the headaches of traveling or the worry of the cost.
Click here to register for Communicating with Older Clients: Part 1, September 16th at 1pm EDT.
Click here to register for Communicating with Older Clients: Part 2, November 17th at 1pm EDT.
Join us and learn the key to communicating with older clients as social, family, generational, physical and medical challenges begin to have an impact on their approach to financial planning.

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