Healthcare, Savings Remain Primary Retirement Concerns for Boomers

Healthcare, Savings Remain Primary Retirement Concerns for Boomers

2017 Edition of the IRI Fact Book provides a comprehensive reference for the retirement income industry

– The Insured Retirement Institute (IRI) today announced the availability of its IRI Fact Book 2017, the definitive guide for the retirement income industry and go-to resource for financial professionals and public policymakers alike. The latest edition provides the most recent research on generational retirement readiness, demographic insights, and marketing trends from the retirement income market place, bolstered by market research and sales data. Other updates include a review of new developments in product innovation and the legal/regulatory environment.

“The annual IRI Fact Book is a much-anticipated resource that provides an in-depth look at the retirement preparedness of Americans, and the lifetime income strategies financial professionals are using to help them successfully plan for, and flourish during, their retirement years,” said IRI President and CEO Cathy Weatherford. “Incorporating the latest IRI and industry research, it covers the entire industry as a comprehensive resource that follows and monitors marketplace changes and the latest retirement planning trends. Written in easy to understand language, the IRI Fact Book is also an educational resource for those new to the industry and professionals wanting a better understanding of retirement preparation strategies.”

Included in the Fact Book

  • IRI’s latest research on Baby Boomers, Generation X, Millennials, and retirees
  • Understanding and planning for Social Security and Medicare
  • Managing retirement risks such as longevity, health care, long-term care and investment risk
  • In-depth descriptions of fixed, fixed indexed, income and variable annuity products and features
  • Lifetime income and tax deferral analysis and illustrations
  • Advisor and consumer viewpoints on retirement concepts and products
  • Current and historic industry and product sales, asset, and distribution channel data
  • The latest information and trends in the legal and regulatory environment

About the Insured Retirement Institute: The Insured Retirement Institute (IRI) is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more at

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For a PDF version of this release, please click here.
Contact: John B Jennings
To purchase a copy of the IRI 2017 Fact Book, please click here.