Member Sponsored Research

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.

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.

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.

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.

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).

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

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.

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.