IRI Insight View All

IRI Insight - Spring 2020

Posted on May 29, 2020

Leaning Into Market Volatility This quarter's issue of IRI Insight features timely articles that will help you provide more value to your clients during these uncertain times. Two articles in t

IRI Insight - Winter 2019/2020

Posted on March 6, 2020

Learn more about the SECURE Act and how it is helping Americas save more for retirement

IRI Insight - Fall 2019

Posted on October 28, 2019

Leading off this edition of IRI Insight is an article highlighting the important role of an advisor to offer experienced, objective perspective to their clients during an uncertain market.   A

IRI Insight - Summer 2019

Posted on July 25, 2019

This edition of Insight provides thought-provoking and helpful information to assist financial advisors and consumers with understanding the unique benefits and opportunities that annuities can provid

IRI Insight - Spring 2019

Posted on March 19, 2019

Leading off this edition of IRI Insight is an article examing how to best assist women with their unique challenges with retirement planning such as earnings lag, time pressures and a fundamentally di

IRI Insight - Winter 2019

Posted on January 28, 2019

IRI's new President and CEO Wayne Chopus shares his passion for the retirement income industry and IRI is offering financial advisors CE credit at its REACH19 conference in March.

IRI Insight – Fall 2018

Posted on September 20, 2018

An aging bull market, generational differences in retirement saving and planning, preventing fraud and protecting against the financial impact of long-term care costs. Check out the Fall 2018 issue of

IRI Insight – Summer 2018

Posted on June 19, 2018

An examination of the unique retirement risks faced by women, and the opportunities advisors have to help them plan, leads off the Summer 2018 edition of IRI Insight. This issue also introduces &ldquo

IRI Insight – Spring 2018

Posted on March 15, 2018

All historic eras must come to an end, and at IRI we’re coming the end of a great one, and the start of a new one. In this issue of Insight, IRI’s CEO Cathy Weatherford reflects on the pas

IRI Insight – Winter 2017-18

Posted on December 14, 2017

Annuities have had their share of detractors over the years. In fact, you may have seen disparaging advertising. But is such criticism warranted?

IRI Insight – Fall 2017

Posted on September 28, 2017

If you had to guess which age group uses digital technology the least, you’d probably say baby boomers, and you’d be right. So it might surprise you...

IRI Insight - Summer 2017

Posted on July 10, 2017

Retirement Environment Index The Retirement Environment Index from LPL Research is a holistic ranking of the attractiveness of each U.S. state as a retirement destination. This unique index looks spec

IRI Insight – Spring 2017

Posted on March 24, 2017

IRI overviews the results from its annual Baby Boomer research. Also in this issue, how you can empower your clients to determine their best interests, advantages of QLACs, and retirement milestones to follow.

IRI Insight – Winter 2016-17

Posted on December 20, 2016

Industry executives discuss the future of advice. Also in this issue, the elements of a holistic retirement plan, DOL fiduciary rule compliance deadline approaching, helping clients get organized in 2017, longevity planning and more.

IRI Insight – Fall 2016

Posted on September 23, 2016

Market strategists provide their perspectives on Brexit. Also in this issue, guiding clients through uncertainty, addressing advisors’ most pressing DOL fiduciary rule questions, the first Baby Boomers reach the critical RMD age of 70 ½, and more.