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The Insured Retirement Institute's mission is to provide financial advisors and other interested parties with information and resources to assist in a better understanding of annuities and the role of these products in financial retirement planning. IRI provides the industry with educational coursework, consumer pamphlets, industry statistics, Annuity Fact Book, research, and other material.

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Resource Center  

IRI VA Summary Prospectus Proposal

The Insured Retirement Institute (IRI) has provided the SEC a proposal to create a summary prospectus for variable annuities.

IRI August Congressional Recess Packet Delivered

IRI mailed copies of the nonpartisan August Recess Packet to staffers across Capitol Hill including a sample op-ed, press release, and text for linking to IRI's retirement calculators.

IRI Annuity Fact Book 2009 Available Now

IRI's 2009 Annuity Fact Book provides over 130 pages of comprehensive statistical data on both fixed and variable annuities in one compact, handy reference guide. The 2009 edition includes information on product developments, an expanded data section, the latest statistics on retirement readiness, an updated comparison of variable annuity and mutual fund fees and expenses, and much more. It includes all the latest industry statistics and information.

What is an Annuity?

Today an annuity is an insurance agreement that comes in a number of different forms and can (1) help individuals accumulate money for retirement through tax-deferred savings, (2) provide them with monthly income that can be guaranteed to last for as long as they live, or (3) do both.

Insurance Regulation & State Guaranty Associations Q&A

IRI is pleased to provide this list of questions and answers that our CEO and President, Cathy Weatherford, developed that aim to educate and inform investors and advisors about how regulatory efforts ensure maximum protection for annuity policyholders and how state guaranty associations operate as additional safety nets. You can also print this out as a PDF if you click on this link.

Financial Advisors’ Client Behavior Survey

Today’s volatile market is causing investors to make changes in their retirement plans, according to new survey results from NAVA, the Association for Insured Retirement Solutions. More than half of survey respondents, which included more than 1,500 financial advisors across the country, said their clients believe they will have to work longer and delay retirement plans.


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