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.
Key Rources:
- Transforming Retirement Planning – 1 page brochure.
- IRI Baseline Values (as of 07/03/2025) - 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.
- The Retirement Saving and Income Handbook – 2024 - The 2024 IRI Retirement Saving and Income Handbook is the second edition of this unique guide to commonly available annuities and non-annuity alternatives.