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Research and Education

IRI provides industry-leading research and educational resources to help financial professionals better understand retirement issues and the insured retirement marketplace.

Reports and Factsheets

IRI's research offerings are designed to help financial professionals track emerging trends and gain insight on consumers' financial habits. 

Industry Sales Statistics

Monitor industry sales with quarterly annuity sales reports based on data provided by Morningstar Inc. and Beacon Research.

Educational Resources

Access IRI's Annuity Glossary and view a sampling of IRI's FINRA-reviewed client materials.

STP Standards

Learn more about the collaborative effort that resulted in the creation of standards that are the foundation of all Straight-Through-Processing (STP) occurring in the annuities industry.

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