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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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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 421 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 225 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.
Recommended by 212 people 2011 IRI Fact Book
Tenth Anniversary Edition Features Exclusive Content, Expanded Topics
Recommended by 199 people June 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 359 people IRI Research: Boomer Expectations for Retirement
The Insured Retirement Institute's (IRI) new survey, "Boomer Expectations for Retirement," found that more than one-third of pre-retirees do not know the age at which they will retire. The report also found that among this group, three out of 10 Boomers cited concern about having sufficient assets as a top issue, while over half said they will work for income in retirement (meaning they are actually not retired).
Recommended by 342 people Nearly Half of All Workers Have Less Than $10K in Savings
This webinar hosted by the Insured Retirement Institute (IRI) and conducted by Employee Benefits Research Institute (EBRI) President and CEO Dallas Salisbury revealed that half of all workers cite low confidence in having enough money to live comfortably throughout their retirement years.
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