IRI Exclusive Research

Boomer Expectations for Retirement 2019

Posted on April 8, 2019

This is the ninth year of the IRI baby boomer study, and how things have changed for this generation since the series started!

2019 IRI Annual Key Findings

Posted on January 24, 2019

Among the report's key findings:  More than half (58%) of surveyed insurers believe structured/index-linked variable annuities (VAs) will garner sales growth in the next three years.

State of the Insured Retirement Industry: 2018 Review & 2019 Outlook

Posted on December 17, 2018

Improving sales, advancement of favorable legislation and demographic trends are among positive factors for the insured retirement industry, according to the Insured Retirement Institute (IRI) in i...

Retirement, Income, and Risk: 2nd Biennial Study on the American Retirement Experience

Posted on November 6, 2018

A new IRI original research report, “Retirement, Income and Risk,” found that only about 1 in 6 of retirees rely on Social Security for more than half of their retirement income, an...

AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals

Posted on May 16, 2018

New research from AXA uncovers several opportunities for financial professionals to drive deeper client satisfaction by proactively discussing protection against stock market downturns, guaranteed ...

Boomer Expectations for Retirement 2018

Posted on April 10, 2018

As They Near Retirement, Baby Boomers Remain Unprepared Annual Study Released by the Insured Retirement Institute Shows That 42 Percent of Boomers Have No Retirement Savings WASHINGTON, D.C.&n...

Generation X and Retirement Readiness - They're (Mostly) Doing it Wrong

Posted on March 23, 2018

New Study Finds Fewer GenXers Have Retirement Savings Generation X on Shaky Retirement Planning Ground WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today released the findin...

Only Half of Americans Feel Knowledgeable about Health Savings Accounts

Posted on March 13, 2018

IRI & LIMRA Secure Retirement Institute Release Joint Report on Health Savings Accounts

IRI State of the Insured Retirement Industry: 2017 Review and 2018 Outlook

Posted on December 7, 2017

In its sixth annual State of the Insured Retirement Industry, the Insured Retirement Institute (IRI) reviews and analyzes the market environment, product development, annuity sales and distribution...

Millennials and Retirement 2017

Posted on October 3, 2017

The Insured Retirement Institute (IRI) released today the findings from its second biennial report on Millennials and their thoughts about, and preparations for, retirement. With a quarter century...

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