Financial Professional Survey
IRI’s second quarter 2024 survey of financial professionals explores their current views on top client issues and the use of fixed indexed annuities and registered indexed annuities to achieve client goals.
Annuities Language Glossary
The Alliance for Lifetime Income annuities glossary for consumers is a collection of terms and definitions intended to help simplify and demystify some of the language used when describing annuities.
2023 Financial Advisor Survey
The 2023 report on financial advisors summarizes and highlights responses to survey questions on advisors’ views and preferences regarding Variable Annuities (VAs), Fixed Indexed Annuities (FIAs), Fixed Annuities (FAs), Registered Index-linked Annuities (RILAs), and fee-based annuities.
2022 Financial Advisor Survey
Recent research IRI conducted with financial advisors summarizes and highlight responses to survey questions on financial advisors’ awareness, usage, views, and preferences regarding Fixed Indexed Annuities (FIAs), Multi-year Guarantee Annuities (MYGAs), and Registered Index-linked Annuities (RILAs).
Aligning Retirement Expectations with Financial Resources
This report demonstrates the comparative financial security today’s retirees enjoy, in contrast to the expectations…
Broker-Dealer Perspectives on Digital Journey Mapping
IRI interviewed IT leaders and influencers at four broker-dealer companies to understand their views of the digital transformation underway and what trends they see coming.
Improving Financial Outcomes and Client Confidence
A discussion of critical factors influencing the convergence of human and digital advice, and the resulting improvement in financial outcomes for advisors and their clients.
AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals
New research from AXA uncovers several opportunities for financial professionals to drive deeper client satisfaction by proactively discussing protection against stock market downturns.