• AXA & IRI

  • Boomers 2018

  • PAP_MOW


Financial Advisors Suspect Abuse Of Older Investors On A Regular Basis

June 18, 2018

WASHINGTON, D.C. – Today, on World Elder Abuse Awareness Day, the Insured Retirement Institute released the results of a new survey it conducted of financial advisors about their interactions with older clients, which found that advisors often suspect their clients are being exploited and that most frequently the exploitation is being perpetrated by friends or family members.

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Fixed Annuities On The Rise IRI Issues First Quarter 2018 Annuity Sales Report

June 7, 2018

WASHINGTON, D.C. –  The Insured Retirement Institute (IRI) today announced final first quarter sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity sales in the first quarter of 2018 totaled $49.1 billion, a 1.2 percent increase over sales of $48.5 billion during the fourth quarter of 2017, and a 0.6% decrease from sales of $49.3 billion in the first quarter of 2017.

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House Passes Bill Protecting Older Investors: IRI, Focused on Protecting Older Investors, Urges President Trump to Sign Promptly

May 22, 2018

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today urged President Trump to sign the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155), which was passed today by the House of Representatives, and has previously been adopted by the Senate.  The bill contains provisions of the Senior$afe Act (S. 223/H.R. 3758), which protect older investors from exploitation.

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