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Advisors
Consumers
A Resource for Your Clients

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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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

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

ArrowWhat is a Variable Annuity?

ArrowWho Should Own an Annuity?

ArrowFinancial Planning Considerations

ArrowInterviewing an Advisor

ArrowTypes of Advisors

ArrowBroker or Advisor Qualifications

ArrowVariable Annuities Tax Benefits

ArrowVariable Annuity & Mutual Fund Differences

ArrowVariable Annuity Safety

ArrowConsumer Tips: Annual Annuity Withdrawals

 

Consumers  

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.

IRI Applauds Resolution on Retirement Saving Incentives

The Insured Retirement Institute (IRI) released a statement from IRI President and CEO Cathy Weatherford in support of a concurrent resolution (S.Con.Res.12) introduced in the Senate this week to express the sense of the Congress that the current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement.

IRI Applauds Resolution on Retirement Saving Incentives

The Insured Retirement Institute (IRI) released a statement from IRI President and CEO Cathy Weatherford in support of a concurrent resolution (S.Con.Res.12) introduced in the Senate this week to express the sense of the Congress that the current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement.


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