The Insured Retirement Institute (IRI) is the leading financial services trade association for the insured retirement industry.

IRI member companies represent the entire supply chain of insured retirement strategies, including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms, and solution providers.

IRI membership offers unique services and resources that include the areas below.

close-up-scales-justice

Advocacy

IRI is the voice of the insured retirement industry before policymakers, including federal regulatory agencies, Congress, and state regulators and legislators. IRI advocates for public policy solutions that expand access to workplace retirement plans and protected lifetime income products and seeks to ensure access to consumers' choice of professional financial guidance, among other priorities.

img-19

Research

IRI produces content-rich research on industry trends and products, consumer attitudes toward retirement and retirement planning, industry sales data, and partnered research products with members.

people-4-cols

Member Programs

IRI membership includes access to industry-leading initiatives. Our unique operations and technology efforts seek to advance digital solutions to modernize the annuity transaction process. Our diversity, equity, and inclusion mission is working to identify and share best practices to build workforces that reflect the communities we serve and that encourage all employees to bring their authentic selves to work every day.

Rectangle 1456

Education

IRI provides comprehensive educational opportunities to members through complimentary online webinars, discounts for FINRA continuing education, and reduced rates for our annual conferences.

Business people chatting

Connection

IRI member committees provide unique communities for learning, relationship building, and personal development beyond engagements at our educational events. Our Service Directory, is a comprehensive solutions provider guide to the annuities industry connecting you with the information and contacts you need.

Maximize your IRI membership and increase your visibility by financial professionals through IRI's Premier Alliance Program

IRI News

Get the latest IRI news and updates

September 30, 2025

IRI: DEPARTMENT OF LABOR GUIDANCE SHOULD SUPPORT FLEXIBLE, ACCESSIBLE POOLED EMPLOYER PLANS FOR SMALL BUSINESSES

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) submitted comments to the U.S. Department of Labor (DOL) on a proposed…

Read more
September 25, 2025

IRI VISION: COLLABORATION IS THE NEW INNOVATION

Reliable data sharing is what makes integrations work, and consistency across the industry is what allows them to be reused…

Read more
September 22, 2025

IRI SUPPORTS DRAFT REGULATORY GUIDANCE FOR NAIC BEST INTEREST MODEL

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) supports revised regulatory guidance drafted for the National Association of Insurance Commissioners’…

Read more