The following presentations were prepared and delivered by IRI to regulators and legislators.

Presentations

Longevity Risk and the Lifetime Income Crisis: Public Policy Initiatives and Implications

Posted on March 13, 2014

Presented by Jason Berkowitz at the National Conference of Insurance Legislators on March 7, 2014. 

Longevity Risk and the Lifetime Income Crisis

Posted on October 4, 2013

Presented by Jason Berkowitz to Southeastern Regulatory Association (SERA) on October 4, 2013.

Retirement Savings and the Lifetime Income Crisis

Posted on August 25, 2013

Presented by Jason Berkowitz at the NAIC Industry Liaison Committee during the Summer 2013 National Meeting on August 25, 2013.

Generating Guaranteed Retirement Income: Benefits and Trade-offs of Using Annuities

Posted on May 16, 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.

Tax Treatment of Annuities: How Federal Tax Reform Could Harm Consumers

Posted on March 8, 2013

Presented by Jason Berkowitz to the NCOIL Life Insurance and Financial Planning Committee during the NCOIL Spring Meeting on March 8, 2013. 

U.S. Annuity Market Dynamics and Regulatory Requirements

Posted on December 12, 2012

Presented by Lee Covington to the Organisation for Economic Co-operation and Development (OECD)Roundtable on Annuities on December 6, 2012.

The Impact of Third-Party Distribution Channels

Posted on October 25, 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.

CDA Presentation to NAIC CDA Working Group (August 11, 2012)

Posted on August 11, 2012

Presented by Lee Covington at the NAIC 2012 Summer Meeting on August 11, 2012.

CDA Presentation to NAIC CDA Working Group (June 27, 2012)

Posted on June 27, 2012

Presented by Lee Covington at the NAIC CDA Working Group Interim Meeting on June 27, 2012.

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