IRI Insight

IRI Insight – Spring 2017

Posted on March 24, 2017

IRI overviews the results from its annual Baby Boomer research. Also in this issue, how you can empower your clients to determine their best interests, advantages of QLACs, and retirement milestones to follow.

IRI Insight – Winter 2016-17

Posted on December 20, 2016

Industry executives discuss the future of advice. Also in this issue, the elements of a holistic retirement plan, DOL fiduciary rule compliance deadline approaching, helping clients get organized in 2017, longevity planning and more.

IRI Insight – Fall 2016

Posted on September 23, 2016

Market strategists provide their perspectives on Brexit. Also in this issue, guiding clients through uncertainty, addressing advisors’ most pressing DOL fiduciary rule questions, the first Baby Boomers reach the critical RMD age of 70 ½, and more.

IRI Insight - Summer 2016

Posted on June 3, 2016

ERISA experts break down what advisors should know about the final rule. Also in this issue, strategies to boost Boomers’ confidence, helping clients navigate the cost of college, Franklin Templeton’s 2016 RISE results, and new tools for advisors.

IRI Insight – Spring 2016

Posted on March 17, 2016

Two Social Security claiming strategies will soon end. The IRI Insight details these changes and what advisors should know. Also in this issue, how to leverage social media, changes for tax filing season, and guiding clients through uncertainty.

IRI Insight – December 2015

Posted on December 14, 2015

Planning experts examine how new lifetime income strategies are being used to satisfy client needs. Also in this issue, changes impacting savers and retirees in 2016, and new options available for retirees who are not yet eligible for Medicare.

IRI Insight – September 2015

Posted on September 28, 2015

IRI unveils new research on Millennials and explores strategies for engaging this market. Also in this issue: IRI testifies on DOL’s fiduciary rule proposal; new surveys offer fresh perspectives on consumers’ retirement concerns; and more.

IRI Insight – June 2015

Posted on June 26, 2015

Voya Financial’s Kevin Lehman explains how turning estate planning into legacy planning can preserve wealth and family bonds. Also in this issue: maximizing wealth transfers, guaranteed income in 401(k)s, managed volatility strategies, and more.

IRI Insight - March 2015

Posted on March 31, 2015

Executives from Jackson National, Jefferson National, and Prudential discuss how annuities can help your clients manage the impact of taxes. Also in this issue: long-term care needs highlighted and investing in a rising rate environment studied.

IRI Insight - December 2014

Posted on December 5, 2014

Jefferson National CEO Mitchell Caplan explores retirement income planning with investment-only VAs. Also in this issue: asset allocation and annuities; financially supporting retired parents; tax planning with life insurance; and more.