IRI Fact Books View All

IRI Fact Book 2019, 18th Edition (Single-License Download)

Posted on June 7, 2019

The IRI Fact Book 2019 features over 200 pages of the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities. The single-license version is a free digital download for IRI members.

IRI Fact Book 2019, 18th Edition (Print)

Posted on June 7, 2019

The IRI Fact Book 2019 features over 200 pages of the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities. The single-license version is a free digital download for IRI members.

IRI Fact Book 2018, 17th Edition (Single-License Download)

Posted on May 3, 2018

The IRI Fact Book 2018 features over 200 pages of the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities. The single-license version is a free digital download for IRI members.

IRI Retirement Income Guides View All

FINRA Reviewed Retirement Income Guide (SINGLE LICENSE DOWNLOAD)

Posted on August 4, 2014

The newly updated Retirement Income Guide is a FINRA-reviewed, client-oriented guide published by the Insured Retirement Institute (IRI). The single-license version is a free digital download for IRI members.

FINRA Reviewed Retirement Income Guide (MULTI LICENSE DOWNLOAD)

Posted on August 4, 2014

The newly updated Retirement Income Guide is a FINRA-reviewed, client-oriented guide published by the Insured Retirement Institute (IRI). Secure multiple licenses to share digital copies with your colleagues.

FINRA Reviewed Retirement Income Guide (PRINTED)

Posted on August 4, 2014

The newly updated Retirement Income Guide is a FINRA-reviewed, client-oriented guide published by the Insured Retirement Institute (IRI). Purchase a print copy to have this information on your desk or to share with a client.

IRI Retirement Income Guide Matrix View All

FINRA Reviewed Retirement Income Matrix (MULTI LICENSE DOWNLOAD)

Posted on November 7, 2011

Description: The Insured Retirement Institute’s “Retirement Income Strategies & Products at a Glance” matrix is the accompanying brochure to the “Building Your Future: Stra

FINRA Reviewed Retirement Income Matrix (SINGLE LICENSE DOWNLOAD)

Posted on November 7, 2011

Description: The Insured Retirement Institute’s “Retirement Income Strategies & Products at a Glance” matrix is the accompanying brochure to the “Building Your Future: Str

FINRA Reviewed Retirement Income Matrix (PRINTED)

Posted on November 7, 2011

Description: The Insured Retirement Institute’s “Retirement Income Strategies & Products at a Glance” matrix is the accompanying brochure to the “Building Your Future: St

FINRA-Reviewed Client Materials View All

FINRA Reviewed Resource - Retirement By The Numbers 2019

Posted on January 2, 2019

Resource Description A compilation of key figures released by the Social Security Administration, the Internal Revenue Service, and other government agencies that will have a direct impact on retirees

FINRA Reviewed Resource - How Will You Get Paid After You Retire?

Posted on November 14, 2018

Resource Description Americans are living longer. In fact, there is a 35 percent chance that at least one of a 65-year-old couple retiring today will live to age 95, or older. How will you pay your bi

FINRA Reviewed Resource - Social Security Retirement Benefits: What Are They Really Worth?

Posted on November 14, 2018

Resource Description Average life expectancy for a 65-year-old American is 19.1 years, but there is a 35 percent chance that at least one of a 65-year-old couple will live to age 95, or longer. How wi

FINRA Reviewed Resource - Retirement By The Numbers 2018

Posted on February 28, 2018

A compilation of key figures released by the Social Security Administration, the Internal Revenue Service, and other government agencies that will have a direct impact on retirees and active retirement savers.

FINRA: Safeguarding Retirement for Women (Downloadable)

Posted on February 24, 2017

From extended time away from work for family care, to longer lifespans, women face unique challenges when it comes to retirement planning and saving.

FINRA Reviewed Document - Retirement By the Numbers (Downloadable)

Posted on April 26, 2016

The Social Security Administration, the Internal Revenue Service (IRS), and other government agencies recently announced changes and other key retirement planning figures that will impact retirees and

FINRA-reviewed Resources - Longevity: How It Impacts Your Retirement Plans

Posted on April 19, 2016

Life expectancy has increased dramatically over the past century, with a person born in 2012 expected to live to age 79–32 years longer than a person born in 1900. However, for the purpose

FINRA-reviewed Resources - Tip for Consumers: Fraud Prevention

Posted on April 5, 2016

Senior citizens near and in retirement are targeted by fraudsters. These con artists are masters of persuasion, tailoring their pitches to match the psychological profiles of their targets. Recent res

FINRA-Reviewed Document - Tips for Investors: Required Minimum Distribution Checklist

Posted on October 21, 2015

Required minimum distributions (RMD) are withdrawals from tax-deferred accounts that are mandated by the Internal Revenue Service (IRS).

FINRA-Reviewed Document - Fact Sheet for Consumers: Annuity Fact Sheet

Posted on April 28, 2015

Consumers can benefit greatly from annuities, which provide a replacement for the income they received when working. Use this resource with clients to help explain the basics of annuities and lifetime income strategies.