Retirement Industry Research and Resources
Find relevant resources you need with IRI's research materials, including exclusive research for members, access to partnered research and industry sales data, and the Factbook - our industry's go-to resource book.
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IRI ISSUES YEAR-END 2021 ANNUITY SALES REPORT
Annuities Post Highest Sales Since 2008 WASHINGTON, D.C. – Sales of fixed and variable 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…
U.S. Annuity Markets 2021: Acclimating to Industry Trends and Changing Demand
This annual report produced in partnership with Cerulli Associates explores insurance companies’ expectations for future growth, perception of opportunities across annuity product types, distribution strategies, and obstacles to be overcome.
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.
IRI Issues Third Quarter 2021 Annuity Sales Report
WASHINGTON, D.C. – Sales of fixed and variable annuities were $57.8 billion in the third…
IRI Fact Book 2021
The IRI Fact Book 2021 features the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities.
Retirement Readiness Among Older Workers 2021
This report provides important statistics regarding the retirement savings behaviors, retirement preparation steps, retirement expectations, and retirement investment preferences of American workers.
IRI Issues Second Quarter 2021 Annuity Sales Report
WASHINGTON, D.C. – Sales of fixed and variable annuities were $60 billion in the second…