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Advisors
Consumers
A Resource for Your Clients

Did You Know?

  • That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
  • That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
  • In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
  • In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
  • That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
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Bullet-titleConsumers

Tools to Assist in Your Retirement Investment Decisions

Trying to get the most out of retirement? Looking to create your own pension? Worried about inflation? Our simple, up-to-date information can lead you to answers. As always, investors are encouraged to seek advice from professionally qualified personnel educated in financial planning.

Consumer Quicklinks

ArrowFeatured Video

Arrow8-point Plan for Life-long Financial Retirement Health

ArrowRetirement Calculators

ArrowRetirement Planning Top 10

ArrowTurning Financial Stress into Financial Freedom

ArrowGuarantee a Comfortable Retirement

ArrowSearchable Annuity Database

ArrowWhat is a Variable Annuity?

ArrowWho Should Own an Annuity?

ArrowIs My Annuity Safe?

ArrowAre Annuities at Risk Now?

ArrowFinancial Planning Considerations

ArrowInterviewing an Advisor

ArrowTypes of Advisors

ArrowBroker or Advisor Qualifications

ArrowVariable Annuities Tax Benefits

ArrowVariable & Fixed Annuities Differernces

ArrowVariable Annuity & Mutual Fund Differences

ArrowVariable Annuity Safety

ArrowConsumer Tips: Annual Annuity Withdrawals

 

Consumers  

IRI to Sponsor "National Retirement Planning Week®" in April

Boston College, ACLI, ASR to Lend Support Raising Awareness About the Critical Importance of Retirement Planning

Nearly Half of Workers Would Opt for Guaranteed Income for Life

The Employee Benefit Research Institute (EBRI) today released the findings of its 2010 Retirement Confidence Survey (RCS) and found that nearly half of all workers want guaranteed lifetime income.

February 2010 IRI Insight Now Available

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.

FINRA Podcasts

Highly informative podcasts offered through an agreement with the Financial Industry Regulatory Authority (FINRA).

President Calls for All Americans to Have Retirement Accounts

President Barack Obama tonight called for all Americans to have access to retirement accounts in his State of the Union address. Only insured retirement strategies guarantee lifetime income.

Why is President Obama Promoting Annuities?

Yesterday, President Obama announced that he would be promoting annuities in 2010, and he will most likely mention them in tomorrow’s State of the Union address to Congress. Why is the president promoting annuities?


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