Portfolio Strategies for a Challenging Environment

During the webinar, Glen Franklin, Jackson, John Pinkley, Raymond James and Frank O’Connor, Vice President, IRI, presented new research exploring advisor and client relationships in the COVID-19 environment.

Behavioral Guidance During Market Volatility

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SENATE HEARING EXAMINES HOW CONGRESS CAN ADDRESS RETIREMENT ANXIETY

IRI Comments for Finance Committee Hearing Record WASHINGTON, D.C. — A Senate Committee will explore additional actions that Congress can take to address worker and retiree anxiety about accumulating sufficient…

IRI Issues Third Quarter 2020 Annuity Sales Report

Sales Rebound as Industry and Consumers Adapt to COVID-19 Environment WASHINGTON, D.C. – Sales of fixed and variable annuities were $53.5 billion in the third quarter of 2020, an increase…

INSURED RETIREMENT INSTITUTE WINS “POWER OF A” AWARD FOR ADVOCACY

WASHINGTON, D.C. — The Insured Retirement Institute (IRI) won recognition for its advocacy efforts to help America’s workers and retirees recover from the economic consequences caused by the COVID- 19…

IRI Operations & Technology Guiding Principles

Leading the Industry Modernizing the Annuity Transaction Process Our industry’s products are distinctive in the ability to protect retirement savings from market volatility and deliver protected lifetime income in retirement.…

IRI ISSUES SECOND QUARTER 2021 ANNUITY SALES REPORT

Annuity Sales Continue Their Rise WASHINGTON, D.C. – Sales of fixed and variable annuities were $60 billion in the second quarter of 2021, up six percent from first quarter 2021…

IRI ISSUES FIRST QUARTER 2021 ANNUITY SALES REPORT

Fixed Annuity Sales Flat, Variable Sales Jump WASHINGTON, D.C. –  Sales of fixed and variable annuities were $56.7 billion in the first quarter of 2021, up 3.9 percent from fourth-quarter…

IRI Issues First Quarter 2021 Annuity Sales Report

Fixed Annuity Sales Flat, Variable Sales Jump WASHINGTON, D.C. –  Sales of fixed and variable annuities were $56.7 billion in the first quarter of 2021, up 3.9 percent from fourth-quarter…

IRI Issues First Quarter 2020 Annuity Sales Report

Fixed Annuity Sales Hold Steady, Variable Sales Fall WASHINGTON, D.C. – Sales of fixed and variable annuities were $52.6 billion in the first quarter of 2020, off 1.9 percent from…