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IRI Issues Fourth-Quarter 2016 Annuity Sales Report

Posted on March 30, 2017

The Insured Retirement Institute (IRI) today announced final fourth-quarter and full-year 2016 sales results for the U.S. annuity industry

New Book Shares Inspiring Stories of Women Overcoming Financial Challenges

Posted on January 10, 2017

IRI President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” is now available to download for free at IRIonline.org.

Holistic Retirement Planning on the Horizon

Posted on December 20, 2016

A new IRI report forecasts that more advisors will embrace holistic retirement planning with a focus on income-generating strategies, as they try to address strong demand for lifetime income while adding value to the client-advisor relationship.

IRI and Fiduciary Benchmarks Announce New Tool to Evaluate Benefits and Fees for IRA Recommendations

Posted on December 19, 2016

IRI and Fiduciary Benchmarks announced a new IRA tool for financial advisors to gather and evaluate client information to recommend retirement products and services that are in the client’s best interest.

IRI Issues Third-Quarter 2016 Annuity Sales Report

Posted on December 13, 2016

IRI announced final third-quarter 2016 sales results for the U.S. annuity industry. Industry-wide annuity sales in the third quarter of 2016 totaled $51.3 billion. Fixed annuity sales reached $26 billion, while VA sales were nearly $25.4 billion.

Medicare Part B Premiums for 2017 Announced

Posted on November 14, 2016

CMS announced increased premiums and deductibles for Medicare Part B beneficiaries in 2017. IRI President and CEO Cathy Weatherford said the increases illustrate how rising health care costs will erode Americans’ retirement income.

Social Security Recipients to Receive Scant COLA in 2017

Posted on October 18, 2016

IRI President and CEO Cathy Weatherford issued a statement after it was announced that Social Security recipients would receive only a 0.3 percent COLA in 2017. For the seventh time in eight years the COLA was less than 2 percent.

IRI Announces New Training to Navigate DOL Fiduciary Rule Compliance

Posted on September 28, 2016

announced its plans to unveil training platforms designed to help financial professionals and home office personnel comply with the Department of Labor’s (DOL) fiduciary rule. IRI is partnering with RegEd, Inc. on this training initiative.

IRI Study: Lifetime Income Providing Financial Security for Retirees

Posted on September 26, 2016

Pensions are helping many retirees attain financial security, but replacing them will be a key issue for future retirees. IRI estimates 56 million Baby Boomers will not receive income from a pension and need significant savings to cover the gap.

IRI Announces Market Compensation Survey in Partnership with Milliman

Posted on September 21, 2016

IRI and Milliman announced that they will conduct a survey of compensation practices to support efforts by financial services firms and financial professionals to comply with the reasonable compensation standard under the DOL fiduciary rule.