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Members
Advisors
Consumers
A Resource for Your Clients

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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Bullet-titleConsumers

Tools to Assist in Your Retirement Investment Decisions

Consumer Pamphlets

The Insured Retirement Institute's mission is to provide financial advisors with information and resources to assist them in addressing their clients' long-term financial retirement goals. Advisors that offer annuities to their clients can use the following consumer pamphlets that explain annuities and the purchase of annuities.

 

Consumer Pamphlets  

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