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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.
Recommended by 272 people NAVA's Comment Letter on NAIC Suitability Model
On December 19, 2008, NAVA submitted further comments to the NAIC Suitability of Annuity Sales Working Group in regard to proposed modifications to the NAIC Suitability in Annuity Transactions Model Regulation.
Recommended by 252 people SEC Adopts New Rule to Require Registration of Indexed Annuities
On December 17, 2008, the Securities and Exchange Commission adopted new Rule 151A under the Securities Act of 1933 which will require registratrion of most indexed annuity contracts.
Recommended by 229 people NAVA's Comment Letter on NAIC Suitability Model
On December 3, 2008, NAVA submitted comments to the NAIC Suitability of Annuity Sales Working Group in regard to proposed modifications to the NAIC Suitability in Annuity Transactions Model Regulation.
Recommended by 271 people NAVA's Comment Letter on SEC Rule 151A - Indexed Annuities
On November 17, 2008, NAVA submitted further comments to the Securities and Exchange Commission on Rule 151A regarding indexed annuities.
Recommended by 226 people NAVA's Comment Letter on FINRA Guidelines on Communications
On September 30, 2008, NAVA submitted comments to FINRA in regard to proposed changes to guidelines on communications with the public about variable life insurance and variable annuities.
Recommended by 246 people NAVA's Comment Letter Regarding Indexed Annuities
On September 10, 2008, NAVA submitted comments to the Securities and Exchange Commission on proposed Rule 151A regarding indexed annuities.
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