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Did You Know?
- That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
- That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
- In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
- In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
- That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
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The Insured Retirement Institute's mission is to provide financial advisors, the media, regulators, and other interested parties with information and resources to assist in a better understand of annuities and the role these products play in financial retirement planning. In 2001, IRI began issuing consolidated variable annuity results on a quarterly basis. Annually, IRI publishes consolidated industry data for indexed, variable, and fixed annuities in its Annuity Fact Book.
Recommended by 233 people February 2010 IRI Insight Now Available
The IRI Insight is the Insured Retirement Institute's educational news service that will help financial advisors better convey the benefits of insured retirement strategies to their clients as they look for more guarantees and less stress in this post-crisis world.
Recommended by 240 people November 2009 IRI Insight Now Available
The IRI Insight is the Insured Retirement Institute's educational news service that will help financial advisors better convey the benefits of insured retirement strategies to their clients as they look for more guarantees and less stress in this post-crisis world.
Recommended by 430 people IRI Annuity Fact Book 2009 Available Now
IRI's 2009 Annuity Fact Book provides over 130 pages of comprehensive statistical data on both fixed and variable annuities in one compact, handy reference guide. The 2009 edition includes information on product developments, an expanded data section, the latest statistics on retirement readiness, an updated comparison of variable annuity and mutual fund fees and expenses, and much more. It includes all the latest industry statistics and information.
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