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Insured Retirement Institute (IRI)
  • Research
  • Member Programs
    • Operations & Technology
      • Committee Hub
      • Documents
      • Momentum
      • A Digital First Experience
    • Diversity, Equity, & Inclusion
    • Conferences & Events
    • Career Center
    • Insured Retirement Industry Awards
      • Champion of Retirement Security
      • Industry Champion of Retirement Security
      • Leadership Award
      • Rising Star Award
      • Hall of Fame
    • Education
      • Annuities Glossary
      • Webinars
  • Advocacy
    • 2025 Federal Retirement Blueprint (PDF)
    • DOL Fiduciary Rule
    • Standard of Conduct
    • Government Affairs Update
    • Legislative and Regulatory Affairs Committees
    • Champion of Retirement Security
  • About IRI
    • Membership
      • Premier Alliance Partners
      • Why Join IRI
      • Membership Milestone Recognition
    • Board of Directors
    • IRI Staff
    • Careers at IRI
    • Committees
      • Legislative and Regulatory Affairs Committees
      • Operations and Technology Committees
      • IRI Committee Terminology
    • The Long View Series
      • The Long View
      • The Long View – Voices
  • News

Member Sponsored Research

December 11, 2024

Operational and Philosophical Barriers to Annuity Production

Based on a survey of 800 financial professionals who work directly with investors and do little or no annuity business, this report explores their sentiments about annuities, the barriers they perceive to be significant factors limiting their interest in annuities, and the improvements they believe would lead to them doing more annuity business in the future.

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July 23, 2024

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.

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September 5, 2023

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.

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February 15, 2023

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.

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April 5, 2022

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).

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March 10, 2022

Aligning Retirement Expectations with Financial Resources

This report demonstrates the comparative financial security today’s retirees enjoy, in contrast to the expectations…

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January 31, 2022

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.

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September 18, 2019

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.

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May 16, 2018

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.

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Insured Retirement Institute (IRI)

1717 K Street, NW,
Suite 900
Washington, DC 20006

202-469-3000
iri@irionline.org

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