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The Insured Retirement Institute's mission is to provide financial advisors and other interested parties with information and resources to assist in a better understanding of annuities and the role of these products in financial retirement planning. One very important resource are the articles in the financial and consumer press.

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Press Room Archives for 2009  

“Life Changes” Checklist Promotes Financial Security

Reports show that each year about 100 million Americans make New Year’s resolutions, with securing financial freedom often among the top goals. Yet, about four out of five people do not keep them. To further assist consumers in their New Year planning, the Insured Retirement Institute (IRI) today released its “Life Changes Checklist,” a wide-ranging tool that can help identify personal circumstances that may have implications on financial planning.

IRI Offers Free "Life Changes” Checklist for Consumers

The Insured Retirement Institute (IRI) today offered consumers a free "Life Changes" checklist. Consumers should use the link below to print out the PDF version, check any box that applies to them and take the checklist to their financial advisor for further advice.

IRI Poll: 6 out of 10 Seniors Not Investing in Stock Market

An exclusive Insured Retirement Institute (IRI) poll released today shows that the economic uncertainty of the past year has greatly impacted the way older Americans approach their investment strategy.

IRI Letter to SEC on Variable Annuity Summary Prospectus

Insured Retirement Institute (IRI) President and CEO Cathy Weatherford today sent U.S. Securities and Exchange Commission (SEC) Chairman Mary Schapiro a letter concerning their work on a Variable Annuity Summary Prospectus

Obama Administration Pushes Annuities Once Again

U.S. Labor Secretary Hilda Solis today discussed her top regulatory goals for 2010, highlighting plans to “reduce the chance that workers will outlive their retirement by increasing public awareness of the need for annuities, and encourage employers to offer annuities as an option.”

SEC HEEDS IRI’S CALL FOR VARIABLE ANNUITY SUMMARY PROSPECTUS

U.S. Securities and Exchange Commission (SEC) Chairman Mary Schapiro yesterday in a speech confirmed her staff is developing a long-overdue and much-anticipated variable annuity summary prospectus – something the Insured Retirement Institute (IRI) has long called for and officially petitioned the SEC to develop.


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