IRI Fact Books View All

IRI Fact Book 2017, 16th Edition (Single-License Download)

Posted on May 25, 2017

The IRI Fact Book 2017 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 2017, 16th Edition (Multi-License Download)

Posted on May 25, 2017

The IRI Fact Book 2017 features over 200 pages of the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities. Secure multiple licenses to share digital copies with your colleagues.

IRI Fact Book 2017, 16th Edition (Printed)

Posted on May 18, 2017

The 2017 Edition of the IRI Fact Book features over 200 pages of the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities. Designed a

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 -- Cognitive Decline (Downloadable)

Posted on February 28, 2017

Of the population over the age of 80, roughly fifty percent either have been diagnosed with dementia or Cognitive Impairment Not Dementia (CIND).

FINRA Reviewed Resource - Retirement by the Numbers

Posted on February 28, 2017

A compilation of figures released by the Social Security Administration and the Internal Revenue Service 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 Resource – Steps to Mitigate and Minimize Financial Risk (Downloadable)

Posted on October 14, 2016

Once in retirement, many will face the most profound financial risks of their lifetimes. While retirees cannot completely insulate themselves from risk, there are steps to mitigate it and minimize its impact on their lives.

FINRA Reviewed Resource – 6 Tips For Consumers: Important Questions to Ask When Purchasing an Annuity (Downloadable)

Posted on October 14, 2016

As more Americans take charge of planning for retirement, a growing number will consider an annuity as part of their strategy.

FINRA Reviewed Resource – Tips for Consumers: Selecting an Advisor (Downloadable)

Posted on October 14, 2016

Many savers will look to a financial advisor for help planning for retirement. But what type of advisor is right for them?

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).