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Industry Statistics

The Insured Retirement Institute's mission is to provide financial advisors, the media, regulators, and other interested parties with information and resources to assist in a better understanding of annuities and the role these products play in financial retirement planning. In 2001, IRI began issuing consolidated variable annuity results on a quarterly basis. Annually, IRI publishes consolidated industry data for indexed, variable, and fixed annuities in its Annuity Fact Book.

 

Industry Statistics  

Quarter-to-Quarter Variable Annuity Sales Improve in Q1 2013

The Insured Retirement Institute (IRI) today announced final first-quarter 2013 sales results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Industry-wide annuity sales for the first quarter reached nearly $49.6 billion.

Income Annuity Sales Continue to Climb into Record Territory

The Insured Retirement Institute (IRI) today announced final fourth quarter and year-end 2012 sales results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Overall sales trended downward compared with 2011, but were relatively even with 2010 levels. Sales results also show that income annuities, which continued their record sales streak during the fourth quarter, remain in high demand as consumers look to generate guaranteed lifetime income.

Income Annuity Sales Set New Quarterly Record

The Insured Retirement Institute (IRI) today announced final third quarter 2012 sales results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Industry-wide annuity sales for the third quarter reached nearly $52.9 billion, down 4.3 percent from $55.3 billion in the previous quarter.

Quarterly Sales Increase across Annuity Industry

The Insured Retirement Institute (IRI) today announced final second-quarter 2012 sales results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Industry-wide annuity sales for the second quarter were up 4.1 percent to nearly $55.3 billion from $53.1 billion during the previous quarter.

Variable Annuity Net Assets Reach All-Time High

The Insured Retirement Institute (IRI) today announced final first quarter 2012 sales results for the United States annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Industry-wide first-quarter annuity sales topped $53.1 billion—down slightly more than 2.5 percent from $54.5 billion during the previous quarter.

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.


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