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The Insured Retirement Institute's mission is to provide financial advisors 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. One very important resource are the articles in the financial and consumer press.
Recommended by 51 people NAIC Confirms CDAs Should Be Classified as Annuities
The Insured Retirement Institute (IRI) today released a statement from IRI Senior Vice President and General Counsel Lee Covington in response to a resolution unanimously adopted by the National Association of Insurance Commissioners (NAIC) Life Insurance and Annuities (A) Committee determining that contingent deferred annuities (CDAs) are annuities best written by life insurance companies and subject to existing state laws and regulations applicable to annuities. Covington testified yesterday in support of the resolution to the Committee before it reached its decision.
Recommended by 56 people IRI: STP Firms Represent Significant Share of VA Sales, Assets
The Insured Retirement Institute (IRI) today released new survey findings on firms' experiences with implementing IRI Straight-Through Processing (STP) standards. IRI also announced that DTCC and VERTEX have entered into strategic alliances with IRI.
Recommended by 74 people IRI Applauds Congressional Resolution
The Insured Retirement Institute (IRI) released a statement from IRI President and CEO Cathy Weatherford in support of a concurrent resolution introduced by Congressmen Jim Gerlach (R-Pa.) and Richard Neal (D-Mass.) 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.
Recommended by 35 people Keynote Speakers Announced for IRI 2012 Marketing Summit
The Insured Retirement Institute’s (IRI) 2012 Marketing Summit, “Retirement. Reinvented.” will take place from April 1-3 at the Hilton New York in New York City. IRI’s 2012 Marketing Summit will provide insight on emerging trends in the insured retirement industry, including a look at advisor best practices, the latest developments in retirement income planning and new regulations that could affect advisors using social media. This year’s agenda is packed with financial industry leaders and world-renowned marketing experts.
Recommended by 88 people IRI Urges Lawmakers to Protect Retirement Saving Incentives
In response to the release of President Obama’s 2013 budget, the Insured Retirement Institute (IRI) today acknowledged that while the proposed budget does not explicitly call for changes in the tax status of annuities for all, it is concerned about several proposed changes, including the elimination of certain tax incentives for retirement savings and new limitations on deductions for retirement contributions. The organization is urging policymakers to protect incentives in place for Americans to attain financial security in retirement, particularly by maintaining the tax-deferred status of annuities for everyone.
Recommended by 64 people IRI Applauds Administration's Promotion of Lifetime Income
In response to the Departments of Treasury and Labor announcement today to promote lifetime income options for all Americans, IRI President and CEO Cathy Weatherford offered the following comments:
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