The following presentations were prepared and delivered by IRI to regulators and legislators.
Presented by Jason Berkowitz at the National Conference of Insurance Legislators on March 7, 2014.
Presented by Jason Berkowitz to Southeastern Regulatory Association (SERA) on October 4, 2013.
Presented by Jason Berkowitz at the NAIC Industry Liaison Committee during the Summer 2013 National Meeting on August 25, 2013.
Experts from IRI, Beacon Research, Morningstar and Prudential discuss how various retirement income products work, the unique features of each of the major annuity product categories, and various benefits and trade-offs involved in using them.
Presented by Jason Berkowitz to the NCOIL Life Insurance and Financial Planning Committee during the NCOIL Spring Meeting on March 8, 2013.
Presented by Lee Covington to the Organisation for Economic Co-operation and Development (OECD)Roundtable on Annuities on December 6, 2012.
Presented by Lee Covington at the National Association of Insurance Commissioners and the Center for Insurance Policy and Research State of the Life Insurance Industry Symposium on October 25, 2012.
Presented by Lee Covington at the NAIC 2012 Summer Meeting on August 11, 2012.
Presented by Lee Covington at the NAIC CDA Working Group Interim Meeting on June 27, 2012.