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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?
Advisors
High-Level Professional Resources
Publications
The Insured Retirement Institute's mission is to provide financial advisors, the media, regulators, and other interested parties with information and resources to assist in a better understanding of annuities and the role of these products in financial retirement planning.
Recommended by 55 people IRI's New Retirement Income Guide: "Building Your Future"
This highly anticipated, client-oriented retirement income guide discusses strategies and products for retirement income planning. "Building Your Future" is a first-of-its-kind brochure designed to assist in retirement planning discussions with your clients.
Recommended by 58 people IRI Research: Retirement Planning and the Elder Market
IRI's "Retirement Planning and the Elder Market" explores the challenges advisors face in conveying pertinent information to older clients, a market segment that is growing in both number and net worth. The report found the highest median net worth is among individuals between ages 55 and 64 while senior citizens, age 75 years and older, have a net worth nearly 20 percent higher than that of Boomers between ages 45 and 54.
Recommended by 41 people October 2011 IRI Insight
The IRI Insight is the Insured Retirement Institute's educational news service that will help financial advisors better convey the benefits of insured retirement strategies to their clients as they look for more guarantees and less stress in this post-crisis world. An 8-page newsletter, the IRI Insight is inserted every other month into Financial Planning, On Wall Street, and Bank Investment Consultant.
Recommended by 48 people IRI Report: Women, Retirement and Advisors
While married women are more confident than un-married women, half of all women feel they need assistance in managing their finances.
Recommended by 41 people IRI Research: Middle-Income Boomers and Retirement
The Insured Retirement Institute report, "Middle-Income Boomers and Retirement," found that Middle-Income Boomers - those with income between $30,000 and $74,000 - recognize the need for retirement planning, yet only 50% have determined their financial need for a comfortable retirement.
Recommended by 29 people August 2011 IRI Insight
The IRI Insight is the Insured Retirement Institute's educational news service that will help financial advisors better convey the benefits of insured retirement strategies to their clients as they look for more guarantees and less stress in this post-crisis world. An 8-page newsletter, the IRI Insight is inserted every other month into Financial Planning, On Wall Street, and Bank Investment Consultant.
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