Resource Center

Education

Courses, Credits and Training That Strengthen Our Industry

The success of the insured retirement industry is now—and will be in the future—determined by how we help solve society’s critical retirement issues. As a significant segment of the American population approaches retirement, we are feeling the effects of a global economic crisis, experiencing the lowest saving rate in our history, transitioning from employer-sponsored pensions to employee-funded retirement, and wondering about the future of Social Security.

These are the challenges the financial professional faces every day. How can we meet these challenges—and excel?

Insured Retirement Institute's answer: with instructional materials of substance, and by maintaining academically rigorous certifications, requiring meaningful continuing education, adhering to industry best practices, and committing to a personal and professional code of ethics. This includes continuing education (CE) credits, educational courses, and training.

Annuity Training Platform and online Continuing Education

Since 2010, IRI has partnered with RegEd to provide the industry with a painless solution to comply with emerging state annuity suitability and product training requirements. This centralized platform allows producers and carriers access to the most current regulatory information and courseware, as well as customized product training and attestations. Carrier and distributor feeds will ensure that carrier obligations are met with minimum disruption for producers, who can satisfy multi-carrier, multi-jurisdictional requirements at one location.

In addition to the Annuity Training Platform, IRI and RegEd offer online continuing education through the most comprehensive and deeply discounted virtual university to members of the insured retirement income industry. Continuing education topics include: Annuities, Ethics, Life and Health, Long-Term Care, and Laws and Regulations.

To access the Annuity Training Platform, please click here.

To access the online continuing education, please click here.

Training on Managing Retirement Income

The Managing Retirement Income training course, developed by IRI and InFRE (International Foundation for Retirement Education), familiarizes financial planners and other investment professionals with the mechanics for creating a lifetime income stream, the risks people face in retirement, and the management tools that can be utilized to mitigate those risks. Attendees receive a workbook and exercises, a comprehensive planning worksheet, and tools for gathering data and assessing client lifestyle preferences. The course also provides continuing education credits for insurance licensees, CFPs, CRCs, CRAs, and CPAs.

This training can be provided in several ways—on site, through site licenses, at published locations, and through individual self-study. For additional information, please contact Insured Retirement Institute.

Education  

Recommended by 23 people

IRI/RegEd ATP Now Features State Reciprocity Calculations

08.22.2011

Recommended by 19 people

IRI/RegEd Training Platform Gains Momentum

03.17.2011

The Insured Retirement Institute (IRI) and RegEd are pleased to announce that MetLife Investors Distribution Company, National Life Group and Pacific Life Insurance Company have joined their industry wide online platform to satisfy the NAIC annuity training requirements. Most of the largest annuity companies are now on the platform or are in the process of joining.

Recommended by 18 people

IRI/RegEd's NAIC Suitability “Industry Wide Solution”

11.22.2010

The Annuity Training Platform from IRI and RegEd offers the "Industry Wide Solution" to the NAIC annuity suitability requirements and includes state-mandated suitability training.

Recommended by 15 people

Annuity Suitability “Industry Wide Solution” Gains Momentum

11.16.2010

As momentum builds toward the November 22 launch of the annuity training platform developed by the Insured Retirement Institute (IRI) and RegEd, it was today announced that the Oklahoma Department of Insurance has approved the course, NAIC Suitability in Annuity Transactions Model Regulation, for 4.0 annuity credit hours.