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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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Press Articles
The Insured Retirement Institute's mission is to be a resource to the media, regulators, advisors, and investors by providing information that can be of assistance in the education and better understanding of annuities. The following are press articles that show a sampling of how annuities are appropriately portrayed in the media.
Recommended by 61 people Few Baby Boomers Financially Prepared for Retirement
They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs, according to a new report by the Insured Retirement Institute.
Recommended by 60 people Middle-Income Boomers Vastly Underserved
Middle-income Baby Boomers, those earning between $30,000 and $74,000 are vastly underserved in terms of preparing for retirement, according to a new report from the Insured Retirement Institute, “Middle-Income Boomers and Retirement: Tapping the Significant and Underserved Middle-Income Market.”
Recommended by 64 people DOL Fiduciary Rule: Major Unintended Consequences
This year represents a watershed moment in terms of retirement planning as the first of 79 million baby boomers inaugurate a nearly 20-year long retirement boom throughout America. The number of retired Americans over age 65 is projected to swell to 72 million by 2030, nearly an 80% increase from today. As the primary governmental safety net gets smaller -- many groups now concede Social Security benefits must be trimmed in the future -- most Americans face a personal savings crisis that threatens their financial future.
Recommended by 538 people Guarantee a comfortable retirement
If you're concerned that income from Social Security and pensions might not be enough to give you the retirement lifestyle you want, consider an immediate annuity.
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