Welcome to IRI

The leading trade association for the insured retirement industry.

Industry Conference

2025 IRI Annual Conference

The Insured Retirement Institute (IRI) is excited to announce that registration is now open for the 2025 IRI Annual Conference! The event is set to provide a unique opportunity for professionals in the insured retirement industry to network, learn, and advance their expertise.
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Leading the industry

Advocacy

IRI is the voice of the insured retirement industry before policymakers, including federal regulatory agencies, Congress, and state regulators and legislators.

Industry Resources

Member Programs

IRI membership offers unique services and resources including access to industry-leading initiatives.

April 11, 2023

Diversity, Equity, & Inclusion

IRI and its members are committed to advancing diversity, equity, and inclusion (DEI) across the insured retirement industry. By acting…

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October 8, 2021

Operations & Technology

Strategic Objectives Operations & Technology One of IRI’s unique strategic objectives is to lead the industry in developing the digital…

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January 11, 2023

Career Center

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Resources & More

Research

Find relevant resources you need with IRI's research materials, including exclusive research for members, access to partnered research and industry sales data, and the Factbook - our industry's go-to resource book.

Your Knowledge Source

Education

Comprehensive educational opportunities are available to members through complimentary online webinars, a full catalog of Continuing Education courses through Reg Ed, discounts for FINRA continuing education, and reduced rates for our annual conferences.

Leadership Spotlight

The Long View

IRI celebrates exemplary leadership within the insured retirement industry. Listen to Phil Pellegrino, Chairman of the IRI Board of Directors and Managing Director, Head of Wealth Planning & Insured Solutions at UBS Financial Services, Inc., talk about his early career as a financial advisor, the importance of IRI’s Digital First for Annuities initiative, and his thoughts on where the industry is headed in the next decade.

Stay Informed

Latest News

News from the Insured Retirement Institute.

November 14, 2024

IRI HITS MAJOR MILESTONE WITH INDUSTRY DIGITAL FIRST INITIATIVE

Paperless Replacement Process Aims to Slash Processing Time  WASHINGTON, D.C. – An Insured Retirement Institute-led (IRI) effort to transform the annuity…

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October 29, 2024

IRI VISION: EMBRACING AGILITY AND PURPOSE-DRIVEN SOLUTIONS

The insured retirement industry must transition from slow-to-implement, data-heavy solutions that try to address every possible use case, to lightweight,…

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October 9, 2024

IRI VISION: TWO BIG OPPORTUNITIES INSPIRED BY MULTICULTURAL DATA

As diverse as America is, we have common concerns. Among them, having enough money saved for a healthy retirement is…

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