IRI Insight View All

Insight January 2021

Posted on January 28, 2021

This month's IRI Insight issue features timely resources on new product innovations and tips to better connect with your clients and their ever-changing needs in ways that are quickly becoming our new normal.

Insight December 2020

Posted on December 1, 2020

This month's issue of IRI Insight features timely resources to help advisors during the upcoming tax filing season.

Insight October 2020

Posted on October 28, 2020

This month's issue of IRI Insight features timely resources to help clients stay calm during turbulent markets and uncertain times.

Insight September 2020

Posted on September 29, 2020

This month's issue of IRI Insight features timely resources on diversity, equity, and inclusion (DEI) submitted by IRI’s Premiere Alliance Partners.

IRI Insight - Spring 2020

Posted on May 29, 2020

Leaning Into Market Volatility This quarter's issue of IRI Insight features timely articles that will help you provide more value to your clients during these uncertain times. Two articles in t

IRI Insight - Winter 2019/2020

Posted on March 6, 2020

Learn more about the SECURE Act and how it is helping Americas save more for retirement

IRI Insight - Fall 2019

Posted on October 28, 2019

Leading off this edition of IRI Insight is an article highlighting the important role of an advisor to offer experienced, objective perspective to their clients during an uncertain market.   A

IRI Insight - Summer 2019

Posted on July 25, 2019

This edition of Insight provides thought-provoking and helpful information to assist financial advisors and consumers with understanding the unique benefits and opportunities that annuities can provid

IRI Insight - Spring 2019

Posted on March 19, 2019

Leading off this edition of IRI Insight is an article examing how to best assist women with their unique challenges with retirement planning such as earnings lag, time pressures and a fundamentally di

IRI Insight - Winter 2019

Posted on January 28, 2019

IRI's new President and CEO Wayne Chopus shares his passion for the retirement income industry and IRI is offering financial advisors CE credit at its REACH19 conference in March.

IRI Insight – Fall 2018

Posted on September 20, 2018

An aging bull market, generational differences in retirement saving and planning, preventing fraud and protecting against the financial impact of long-term care costs. Check out the Fall 2018 issue of

IRI Insight – Summer 2018

Posted on June 19, 2018

An examination of the unique retirement risks faced by women, and the opportunities advisors have to help them plan, leads off the Summer 2018 edition of IRI Insight. This issue also introduces &ldquo

IRI Insight – Spring 2018

Posted on March 15, 2018

All historic eras must come to an end, and at IRI we’re coming the end of a great one, and the start of a new one. In this issue of Insight, IRI’s CEO Cathy Weatherford reflects on the pas

IRI Insight – Winter 2017-18

Posted on December 14, 2017

Annuities have had their share of detractors over the years. In fact, you may have seen disparaging advertising. But is such criticism warranted?

IRI Insight – Fall 2017

Posted on September 28, 2017

If you had to guess which age group uses digital technology the least, you’d probably say baby boomers, and you’d be right. So it might surprise you...