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Did You Know?

That, as of the first quarter 2011, the combined net assets of U.S. variable annuities were valued at nearly $1.6 trillion, an 11% increase from first quarter 2010 and the highest level ever recorded?
In 2010 fixed annuity assets were valued at $659 billion a 6% increase from 2009?
That in 2010, the total average expense difference between variable annuities and mutual funds was 1.01%?
In 2011, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401(k) and $200,000 plus for a non-qualified annuity?
That the average number of funds per variable annuity contract was 50 in 2010, of which 47% of assets were invested in equities, 11% in bonds, and 20% in fixed-rate accounts?
That the guaranteed lifetime withdrawal benefit was offered on 79% of variable annuities in 2011 and was elected by 65% of contract holders?
Boomers who own annuities have a higher confidence in retirement expectations, with 92% believing they are doing a good job in preparing for retirement?

Consumers

Tools to Assist in Your Investment Decisions

IRI's New Retirement Income Guide: "Building Your Future"

11.07.2011

The Insured Retirement Institute's (IRI) FINRA-reviewed brochure, "Building Your Future: Strategies and Products for Retirement Income Planning," and the supplemental matrix, "Retirement Income Strategies & Products at a Glance," are now available.

This highly anticipated, client-oriented retirement income guide discusses strategies and products for retirement income planning. "Building Your Future" is a first-of-its-kind brochure designed to assist in retirement planning discussions with your clients.

The brochure covers an array of retirement income strategies and topics including:

Investment and income planning strategies;
Insured income products;
Income-producing investment products;
Preparing for risks; and
A "Tips for Investors" checklist.

Both "Building Your Future" and "Retirement Income Strategies & Products at a Glance" are available as downloadable PDFs and printed copies. Click here to get your copy. IRI members receive one complimentary download.

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