IRI Updates

IRI Honors Inaugural Leadership Award Recipients

Posted on September 29, 2014

IRI recognized Will Fuller, President of Lincoln Financial Group Distribution, and Kerry Geurkink, Manager of Annuity Distribution Marketing for Securian Financial Group, as the inaugural recipients of the IRI Leadership Award.

IRI Recognizes Importance of Financial Advice

Posted on September 15, 2014

IRI issued a statement from IRI President and CEO Cathy Weatherford to recognize National Financial Advisor Week and the important part financial advisors have in preparing Americans for a financially secure retirement.

Industry-Wide Annuity Sales at Highest Level in Three Years

Posted on September 8, 2014

IRI announced final second-quarter 2014 sales results for the U.S. annuity industry. Industry-wide sales rose to $59.9 billion, the highest mark in three years. Fixed annuity sales were $24.3 billion, and variable annuity sales were $35.6 billion.

New Blog Post: Preparing Advisors for the Retirement Income Challenge

Posted on August 27, 2014

As Americans have become more self-reliant for their financial security in retirement, many are benefiting by working with a financial advisor. IRI's Cathy Weatherford outlines new IRI resources to support financial advisors with this important work.

Investors Better Prepared for Retirement, Still Lacking Financial Knowledge

Posted on August 19, 2014

IRI released a new report showing investors are better prepared for retirement compared to the broader population, but are still lacking knowledge regarding financial products. In turn, they are working with financial advisors and valuing their advice.

IRI Highlights Significance of “Groundbreaking” Legal Paper on Lifetime Income in Plans

Posted on August 5, 2014

IRI’s Cathy Weatherford delivered a statement after the publication of “Guaranteed Lifetime Withdrawal Benefits: Fiduciary Considerations for Plan Sponsors.” She said the paper offers sponsors a roadmap for offering lifetime income options in plans.

IRI Announces Speakers for VISION: IRI Annual Meeting 2014

Posted on July 30, 2014

Lincoln Financial Group President and Chief Executive Officer Dennis Glass will deliver a view from the top during VISION: IRI Annual Meeting 2014. IRI announced speakers for the leading conference for the retirement income industry.

Retirement Uncertainty Up as Social Security and Medicare Face Long-Term Challenges

Posted on July 28, 2014

IRI issued a statement from IRI President and CEO Cathy Weatherford in response to reports released today by the trustees of the Social Security and Medicare programs. She said the reports will not boost lagging retirement confidence measures.

IRI Fact Book 2014 Now Available

Posted on July 22, 2014

IRI unveiled the IRI Fact Book 2014, offering financial professionals the latest retirement income research, industry data, and sales reports for the variable and fixed annuity markets.

IRI Commends Senate for Advancing NARAB II, Eyes Completion This Year

Posted on July 17, 2014

IRI President and CEO Cathy Weatherford commended the Senate for passing legislation that would establish a national, one-stop insurance licensing clearinghouse for financial professionals operating in multiple states.

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