IRI Updates

IRI Comments on FIO Insurance Regulation Modernization Report

Posted on December 12, 2013

RI released a statement from IRI President and CEO Cathy Weatherford after the Treasury’s Federal Office of Insurance (FIO) issued its report on modernizing and improving insurance regulation in the United States.

IRI Honors Sens. Cardin & Portman for Leadership on Retirement Security Issues

Posted on December 11, 2013

IRI honored Sen. Ben Cardin (D-Md.) and Sen. Rob Portman (R-Ohio) as the inaugural recipients of the IRI Champion of Retirement Security Award during an event on Capitol Hill.

Fixed Annuity Sales Push Industry-Wide Sales to Highest Level in Two Years

Posted on December 5, 2013

IRI announced final third-quarter 2013 sales results for the U.S. annuity industry, based on data reported by Morningstar, Inc. and Beacon Research. Bolstered by the highest fixed annuity sales sin...

New IRI Whitepaper: Accumulation-Oriented VAs Gain Momentum

Posted on December 3, 2013

IRI released a new whitepaper focusing on the emergence of “accumulation-oriented variable annuities,” which cater to consumers interested in asset growth and downside protection. These products include structured and growth-oriented variable annuities.

December 2013 of the IRI Insight Now Available

Posted on December 2, 2013

The December issue explores retirement planning with Deferred Income Annuities (DIAs), new rules for inherited annuities, and alternative investments. The issue also features year-end tax planning ...

New IRI Research: Same-Sex Couples Require Financial Planning Assistance

Posted on November 19, 2013

IRI released new research results providing a first look at same-sex couples’ retirement planning attitudes and behaviors in the wake of the Supreme Court’s decision striking down Section 3 of the federal Defense of Marriage Act.

IRI and Coalition Partners Launch Campaign to Preserve Retirement Savings Incentives

Posted on November 7, 2013

IRI and its partners, through the Coalition to Protect Retirement, launched a campaign to preserve current tax incentives for retirement savings. The group also released new research findings.

Developing a Meaningful Client-Advisor Relationship

Build trust with clients by taking a holistic approach to retirement planning by discussing these five topics.

IRI Issues Statement on Fiduciary Standards Initiatives

Posted on October 30, 2013

IRI released a statement from IRI President and CEO Cathy Weatherford following yesterday's passage by the U.S. House of Representatives of the Retail Investor Protection Act.

Watch Industry Perspectives

Posted on October 17, 2013

Forethought Financial Group President and CEO John Graf discusses the state of the industry and Forethought's entrance into the market with IRI President and CEO Cathy Weatherford.