Retirement & Annuity Industry Research

IRI posts several research and education-oriented publications to the membership each year. These include annual scheduled reports like the IRI Retirement Fact Book and State of the Insured Retirement Industry, quarterly reports of annuity market data, topical research on consumers, advisors and annuities, and sponsored research created in partnership with IRI member firms.

You can view all IRI’s recent research reports below or use the filter to look at research by category and publication dates.

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March 31, 2023

The Retirement Saving and Income Handbook

The Handbook is a basic guide to commonly available annuities and non-annuity alternatives. It provides basic information about the structure, benefits, and limitations of each solution, combined with visual representations of the mechanics of each solution and a robust glossary of key terminology.

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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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September 28, 2022

IRI Fact Book 2022

The IRI Fact Book 2022 features the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities.

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September 12, 2022

2022 Wholesaler Racial Diversity Survey

IRI collected data on over 2,000 wholesalers from CEW member companies to establish baselines on diversity in the wholesaler workforces of the life & annuity industry.

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May 25, 2022

State of the Insured Retirement Industry: 2021 Review & 2022 Outlook

The report covers trends and significant events over the past year and explores themes likely to emerge in 2022.

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April 7, 2022

2021 Annuity Sales Report

Annuities Post Highest Sales Since 2008 WASHINGTON, D.C. – Sales of fixed and variable 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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February 3, 2022

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.

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