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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 information and news that can be of assistance in the education and better understanding of the role that annuities play in financial retirement plans.
Recommended by 55 people Annuity Sales Reveal Consumer Preferences
The Insured Retirement Institute (IRI) today released a report on sales flow data within the U.S. variable annuity market for the first quarter. Compiled by Advanced Sales & Marketing Corporation, the report found that consumers who buy annuities overwhelmingly show interest in living benefit guarantees. More than 81% of variable annuity purchasers chose to protect themselves with a lifetime guarantee of income in the first quarter, the report shows.
Recommended by 58 people IRI Survey: Annuities Projected to Have Strong Growth Potential
The Insured Retirement Institute (IRI) today released a survey in partnership with Cerulli Associates that offers critical insight into the state of the annuity industry. Conducted in the first quarter of this year, the survey found that the overall outlook for the annuity industry is positive, as retirement income and principal protection continue to rate highly among industry executives and advisors. While some challenges remain, respondents indicated the growth industry’s opportunities are strong, with growth for variable annuities ranking 4.1 on a 5-point scale, and fixed ranking 3.2 on the same scale.
Recommended by 79 people First Quarter Product Trend Update for U.S. VA Market
The Insured Retirement Institute (IRI) today released a report on product trend updates within the U.S. variable annuity market for the first quarter. Compiled by Advanced Sales & Marketing Corporation, the report found that carriers filed more than 140 changes in the first quarter, compared to just 37 in the previous quarter. In addition, year-to-year quarterly product changes rose by 4%, increasing from 135 changes in the first quarter in 2009.
Recommended by 69 people IRI EXCLUSIVE: Total First Quarter Annuity Sales
The Insured Retirement Institute (IRI) today announced its inaugural, exclusive new annuity reporting system.
Recommended by 132 people Nearly 9 out of 10 Investors Want a Summary Prospectus
An exclusive Insured Retirement Institute (IRI) survey released today found that nearly 9 out of 10 consumers would be more likely to read their prospectus if provided in short summary form rather than the full detail.
Recommended by 135 people IRI Announces 4Q Fixed Annuity Data
Through a new, exclusive partnership with Beacon Research, the Insured Retirement Institute (IRI) today announced fourth quarter and 2009 results for the fixed annuity industry.
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