IRI, in collaboration with CANNEX, leading carriers, and distributors, has launched IRI Baseline Values™—a groundbreaking solution designed to simplify annuity modeling in financial planning tools. These off-the-shelf annuity categories remove common knowledge barriers, empowering financial professionals to easily incorporate annuities into financial plans with just a click.
IRI Baseline Values (as of 10/03/2025)
A report of baseline values that is updated quarterly and is provided to help simplify the modeling of deferred annuity products within financial planning tools & processes for an initial, directional result.
IRI Baseline Values: Reference Guide
A reference guide to “The IRI Baseline Values, a benchmark measurement of the accumulation and income protections that an investor can expect from deferred annuities.
Transforming Retirement Planning
The document provides an overview and benefits of IRI’s Baseline Values.
The Retirement Saving and Income Handbook
The 2024 IRI Retirement Saving and Income Handbook is the second edition of this unique guide to commonly available annuities and non-annuity alternatives.