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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.
Recommended by 422 people SEC Approves New Summary Prospectus for Mutual Funds
On January 13, 2009, the Securities and Exchange Commission published new form and rule amendments to provide for enhanced disclosure in mutual fund prospectuses and a new prospectus delivery option through the use of a Summary Prospectus and online posting of the full prospectus.
Recommended by 382 people Gene Dodaro,Acting Comptroller General,Testifies before Congress
Gene Dodaro, Acting Comptroller General of the United States,testified before the Congressional Oversight Panel on January 14 and the Senate Committee on Homeland Security and Government Affairs on January 21. His testimony summarized GAO’s Report entitled “A Framework for Crafting and Assessing Proposals to Modernize the Outdated U.S. Financial Regulatory System.” Although many of the points he made are not addressed specifically at insurance companies and insurance products, they are very relevant to regulatory oversight of the insurance industry.
Recommended by 440 people SEC Publishes New Rule 12h-7 Regarding Exchange Act Reporting
The Securities and Exchange Commission's new Rule 12h-7 providing an exemption from Exchange Act reporting has been posted on the SEC's Web site.
Recommended by 411 people SEC Publishes New Rule 151A Regarding Indexed Annuities
The Securities and Exchange Commission’s new Rule 151A regarding indexed annuities has been posted on the SEC Web site.
Recommended by 792 people What Questions Should be Asked when Interviewing an Advisor?
A critical component of preparing for a secure retirement is the advice and counsel of a financial advisor. In seeking your financial advisor you should have a clear picture of the person’s training, experience, objectivity, and potential conflicts of interest. The following checklist, which you should print out, which provides you with the questions you should ask in selecting the right person.
Recommended by 779 people What Should be Considered When Approaching Financial Planning?
This list provides investors with a list of the things they should consider when approaching financial planning.
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