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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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Resource Center  

Variable Annuity Sales Reach Pre-Crisis Levels

The Insured Retirement Institute (IRI) today announced final fourth quarter and year-end 2011 results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research.

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.

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.

IRI Urges Senate Leaders to Oppose IRA Changes in Highway Bill

IRI President and CEO Cathy Weatherford sent a letter to Senate leaders in opposition to provisions in the Highway Investment, Job Creation and Economic Growth Act related to Individual Retirement Accounts (IRAs).

IRI Quick Facts: Baby Boomer Retirement Crisis

As the first of 79 million Baby Boomers began turning 65 last year, we have entered a nearly two-decade span in which an unprecedented number of Americans will be retiring. Not only is this generation unique in terms of its size, but also in terms of the financial planning and savings issues it faces.

IRI Exclusive Report: The Retirement Readiness of Generation X

The Insured Retirement Institute's (IRI) exclusive report, "Retirement Readiness of Generation X: An Overview of the Next Generation of Retirement Investors," explores the retirement preparations of Americans in their 30s and 40s, and looked at their outlook for retirement and the issues that are shaping these expectations. The report found that nearly two-thirds (65 percent) of the members in Generation X (GenXers) lack confidence that they will have enough money to live comfortably in retirement, to cover medical expenses during retirement and to pay for the cost of their children's higher education.


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