• Boomers 2018

  • IRI/Jackson Language of Retirement

  • PAP_MOW


SEC Votes to Open Best Interest Rule Making Process

April 19, 2018

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released the following statement from IRI Senior Vice President and General Counsel Lee Covington after the Security and Exchange Commission (SEC) voted to begin the rule making process for a best interest standard.

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IRI Issues Fourth Quarter 2017 Annuity Sales Report

April 17, 2018

WASHINGTON, D.C. –  The Insured Retirement Institute (IRI) today announced final fourth 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 fourth quarter of 2017 totaled $48.4 billion, a 9.5 percent increase over sales of $44.2 billion during the third quarter of 2017, and a 0.3% increase from sales of $48.2 billion in the fourth quarter of 2016. For the full year, fixed and variable annuity sales totaled $192.1 billion, down 9.1 percent from 2016 total sales of $211.4 billion.

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As They Near Retirement, Baby Boomers Remain Unprepared

April 10, 2018

WASHINGTON, D.C. – Baby boomers – even the youngest of whom are just a decade or so away from retirement age – are in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to a study released today by the Insured Retirement Institute, in conjunction with National Retirement Planning Week.

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