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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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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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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December 10, 2021

IRI Issues Third Quarter 2021 Annuity Sales Report

WASHINGTON, D.C. – Sales of fixed and variable annuities were $57.8 billion in the third…

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October 29, 2021

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.

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August 31, 2021

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.

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