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Publications

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. The following PowerPoint presentations give overviews of various types of annuities and riders.

 

Publications  

Now Available: IRI 2013 Fact Book

The Insured Retirement Institute (IRI) today unveiled the IRI 2013 Fact Book – complete with the latest research, industry data, and variable and fixed annuity market reports. New in 2013, the 12th Edition of the IRI Fact Book focuses on explaining features of cutting-edge annuity products and outlines considerations for including insured retirement products in retirement income plans.

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.

IRI's New Retirement Income Guide: "Building Your Future"

This highly anticipated, client-oriented retirement income guide discusses strategies and products for retirement income planning. "Building Your Future" is a first-of-its-kind brochure designed to assist in retirement planning discussions with your clients.

IRI Research: Retirement Planning and the Elder Market

IRI's "Retirement Planning and the Elder Market" explores the challenges advisors face in conveying pertinent information to older clients, a market segment that is growing in both number and net worth. The report found the highest median net worth is among individuals between ages 55 and 64 while senior citizens, age 75 years and older, have a net worth nearly 20 percent higher than that of Boomers between ages 45 and 54.

October 2011 IRI Insight

The IRI Insight is the Insured Retirement Institute's educational news service that will help financial advisors better convey the benefits of insured retirement strategies to their clients as they look for more guarantees and less stress in this post-crisis world. An 8-page newsletter, the IRI Insight is inserted every other month into Financial Planning, On Wall Street, and Bank Investment Consultant.

IRI Report: Women, Retirement and Advisors

While married women are more confident than un-married women, half of all women feel they need assistance in managing their finances.


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