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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. IRI provides the industry with educational coursework, consumer pamphlets, industry statistics, Annuity Fact Book, research, and other material.
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Recommended by 3 people The IRI Fact Book, 11th Edition Unveiled
The Insured Retirement Institute (IRI) today unveiled the 11th Edition of the IRI Fact Book. This latest installment features new research, industry data, as well as variable and fixed annuity market reports to keep current on the latest sales trends, product innovations, and market changes. Through the collaborative effort of more than two dozen industry-leading researchers, the IRI Fact Book is able to provide authoritative market commentary along with comprehensive market data in one convenient location.
Recommended by 20 people Treasury Proposals Add Tools to Attain a Secure Retirement
The Insured Retirement Institute (IRI) released a statement from IRI President and CEO Cathy Weatherford after the organization submitted its comment letter to the Department of the Treasury regarding its combined efforts with the Department of Labor to increase access to lifetime income options:
Recommended by 22 people Social Security Trustees Report Demonstrates 'Entitlement Risk'
The Insured Retirement Institute (IRI) released the following statement from IRI President and CEO Cathy Weatherford in response to reports released today by the trustees of Social Security and Medicare:
Recommended by 32 people IRI: Preserve Tax Incentives that Encourage Retirement Savings
The Insured Retirement Institute (IRI) joined more than two dozen other financial services associations to provide written testimony to the U.S. House Ways and Means Committee. The organizations stated their commitment to preserving and enhancing the voluntary employer-provided retirement system and the tax incentives that support it, which has helped millions of American families attain a secure retirement. The organizations urged the committee to preserve the current tax treatment that encourages employers to offer and workers to contribute to retirement plans.
Recommended by 31 people The Effects of Healthcare Costs on Portfolios
Unplanned healthcare costs can act like a landmine in retirement, damaging or even destroying what would otherwise appear to be the most carefully constructed portfolios. Even planned healthcare costs are an increasing financial challenge: The rise in medical inflation coupled with uncertainty about the future of government programs makes healthcare costs perhaps the biggest obstacle to a financially secure retirement.
Recommended by 31 people New Rules on Partial 1035 Exchanges
Partial 1035 annuity exchanges completed on or after Oct 24, 2011, will be governed by updated rules from the IRS which offer major changes—and insiders say improvements—to existing rules. The new rules, Revenue Procedure 2011-38, replace Revenue Procedure 2008-24 and both simplify and clarify previous rules governing partial exchanges. The updated rules were issued by the IRS in late June. “These are good clear concise rules that make logical sense,” says Tom Duncan, Director, Advanced Sales, Nationwide Financial. “They are good for both our industry and our clients.”
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