From Insights to Implementation –
Winning in the Next Phase ofAnnuity Distribution
September 2, 2026 | Noon - 6 p.m. ET | New York, NY
The annuity industry just posted record sales. And yet, for many financial advisors, annuities remain difficult to scale, complex to explain, and operationally demanding to manage. Record industry success sits alongside uneven adoption and closing that gap is the work this event is built around.
IRI’s sixth annual Asset Manager Symposium brings together senior leaders across asset management, insurance, distribution, and financial technology for a focused half-day discussion. The 2026 program is grounded in the research, the market, and the realities of advice, pairing substantive industry sessions with one signature, practitioner-driven session that follows a real annuity implementation from start to finish.
The result is a program that moves from insight to evidence to what comes next: the research case for guaranteed income, a real-world look at how it actually gets done, what is changing in decumulation and the competitive landscape, and a candid closing conversation about the road ahead.
This is an invite only event. Please contact conferences@irionline.org for additional information.
Agenda
The preminary agenda will be available soon.
Information
Important information about the event and local accommodations.
Health & Safety
IRI is committed to protecting the health and safety of our members and attendees.
Thank you to our sponsors
