Exclusive IRI Research View All

Broker-Dealer Perspectives on Digital Journey Mapping

Posted on December 7, 2021

IRI interviewed IT leaders and influencers at four broker-dealer companies to understand their views of the digital transformation underway and what trends they see coming.

IRI Fact Book 2021

Posted on October 29, 2021

The IRI Fact Book 2021 features the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities.

Retirement Readiness Among Older Workers 2021

Posted on August 31, 2021

This report provides important statistics regarding the retirement savings behaviors, retirement preparation steps, retirement expectations, and retirement investment preferences of American workers.

Sign Up for Monthly Email Delivery

Get monthly emails highlighting original retirement, economic, and market research from IRI Member firms.

Sign up today!

Industry Sales Data View All

IRI Issues First Quarter 2021 Annuity Sales Report

Posted on June 21, 2021

Fixed Annuity Sales Flat, Variable Sales Jump WASHINGTON, D.C. –  Sales of fixed and variable annuities were $56.7 billion in the first quarter of 2021, up 3.9 percent from fourth-quarter 2

IRI Issues Fourth Quarter 2020 Annuity Sales Report

Posted on May 6, 2021

WASHINGTON, D.C. – Sales of fixed and variable annuities ended the year at $207.5 billion, down 8.9 percent from 2019 sales of $227.8 billion, according to the Insured Retirement Institute (IRI)

IRI Member Research View All

Nationwide Retirement Institute: Tax Efficient Retirement Income

Posted on May 27, 2020

A Nationwide Retirement Institute survey of current and near-retirees, focusing on their goals, concerns, expectations and experiences prior to and during retirement. Among the key findings are that s

Allianz: 2020 Retirement Risk Readiness Study

Posted on May 27, 2020

New research from Allianz on retirement readiness finds half of Americans retired earlier than expected, with the vast majority doing so for reasons outside of their control, yet many non-retirees sti

Putnam Investments: Bracing for a Slow Economic Recovery

Posted on May 27, 2020

Market commentary from Putnam discusses expectations for the U.S. economic recovery to likely be uneven as coronavirus health risks cast a shadow on demand. Q2 contraction will be one for the record b