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.
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.
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.
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.
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.
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
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
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
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
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
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
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
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.
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.
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
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
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
Posted on October 21, 2015
Required minimum distributions (RMD) are withdrawals from tax-deferred accounts that are mandated by the Internal Revenue Service (IRS).
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.