IRI Insight

February 2011 IRI Insight

Posted on February 1, 2011

Planning in the Post-Trust Era, Behind - And Beyond - the Year-End Tax Compromise, A Portrait of IRI Website Users, Advisor Strategies for 2011, Continued Innovation Helps Fuel VA Sales in 2010,

December 2010 IRI Insight

Posted on December 1, 2010

Focus On: Women Advisors, Boomer Retirement Trends, 3 Questions with Sun Life Financial Distributors’ Terry Mullen, Preparing for Tax Season, Advising Older Americans, VA Benefits and RMDs, Governm...

October 2010 IRI Insight

Posted on October 1, 2010

Boomers Nearing Retirement Are Hungry for Advice, Building Business and Better Serving Clients, 3 Questions with Jackson National Life's Clifford Jack, How Secure is Social Security?, Creating Guar...

August 2010 IRI Insight

Posted on August 1, 2010

Retirement Realities for Women, The Tax Advantages of VAs in Today’s World, 3 Questions with Prudential Annuities’ Stephen Pelletier, The Retirement Brain Game, What Advisors Need to Know on Capito...

June 2010 IRI Insight

Posted on June 1, 2010

Addressing Client Concerns about Vas, The Health and Wealth Puzzle for Retirees, 3 Questions with AXA Equitable’s Jamie Shepherdson, VA Product Development: The Next Wave, Accumulation Versus Decum...

April 2010 IRI Insight

Posted on April 1, 2010

A Reliable, Redefined Personal Pension, Clarifying the VA Summary Prospectus, Financial Planning In the “New Normal”, Getting the Most out of Social Security, Financial Fitness Using the Retirement...

February 2010 IRI Insight

Posted on February 1, 2010

Rebuilding Trust with Your Clients, Proper Treatment of Annuities in Roth Conversions, Money on the Sidelines, Communication Keeps Clients Invested During Volatile Markets, Taking a Closer Look at ...

November 2009 IRI Insight

Posted on November 1, 2009

With Costs on the Rise, Social Security Likely Remains Flat, VAs' Value Offsets Costs in an Uncertain World, Understanding the Impact of Revenue Ruling 2008-24, Come 2010, Roth IRAs Are Available t...