Continuing Education Opportunities

Our industry is ever-involving - keep up with industry updates, discover a new area of interest, or improve your understanding of your organization's regular work with continuing education.


The Retirement Saving & Income Handbook

The IRI Retirement Saving and Income Handbook is the first in a planned series of educational resources for financial professionals. The Handbook is a basic guide to commonly available annuities and non-annuity alternatives. It provides basic information about the structure, benefits, and limitations of each solution, combined with visual representations of the mechanics of each solution and a robust glossary of key terminology.


Webinars by IRI

Stay on top of public policy, practice management, and industry changes with webinars produced by IRI specifically for our membership.


Courses with RegEd

Access a full catalog of retirement industry continuing education courses through IRI's partnership with RegEd. Topics include:

  • Annuities
  • Ethics
  • Life and Health
  • Long-Term Care
  • Laws and Regulations

E-learning through FINRA

Find training on rules and regulations for your whole organization or purchase affordable individual courses for targeted training.

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Annuity Basics

Annuities are used to enhance retirement security. Learn more about the basics of an annuity, the different types of annuities, and more

Insured Retirement Industry Tools

Annuities Glossaries

IRI Annuities Glossary

The IRI annuities glossary covers terms commonly used to describe the structure, features, benefits, and other aspects of annuity products. It also includes definitions of terms relating to the broader concept of retirement, such as government retirement programs and rulings, Federal and state regulations, health care, and other retirement topics.

Annuities Language Glossary for Financial Professionals

The Alliance for Lifetime Income annuities glossary for financial professionals covers annuity product terms, annuity feature and benefit terms, and industry terms used in the context of annuities. Glossary terms are coupled with recommendations for alternative terms informed by nationwide quantitative consumer surveys.