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Exclusive IRI Research View All

State of the Insured Retirement Industry: 2020 Review & 2021 Outlook

Posted on June 4, 2021

The report covers trends and significant events over the past year and explores themes likely to emerge in 2021.

U.S Annuity Markets 2020: A Decade of Adaptation

Posted on February 9, 2021

U.S Annuity Markets 2020: A Decade of Adaptation is a joint research effort of IRI and Cerulli and the 14th report in an annual series.

IRI Fixed Indexed Annuity Survey

Posted on February 8, 2021

IRI surveyed over 250 financial advisors to gain insight into their use of annuities and annuity-based solutions, particularly fixed indexed annuities (FIAs) and registered index-linked annuities (RILAs).

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Industry Sales Data View All

IRI Issues First Quarter 2021 Annuity Sales Report

Posted on June 21, 2021

Fixed Annuity Sales Flat, Variable Sales Jump WASHINGTON, D.C. –  Sales of fixed and variable annuities were $56.7 billion in the first quarter of 2021, up 3.9 percent from fourth-quarter 2

IRI Issues Fourth Quarter 2020 Annuity Sales Report

Posted on May 6, 2021

WASHINGTON, D.C. – Sales of fixed and variable annuities ended the year at $207.5 billion, down 8.9 percent from 2019 sales of $227.8 billion, according to the Insured Retirement Institute (IRI)

IRI Member Research View All

Nationwide Retirement Institute: Tax Efficient Retirement Income

Posted on May 27, 2020

A Nationwide Retirement Institute survey of current and near-retirees, focusing on their goals, concerns, expectations and experiences prior to and during retirement. Among the key findings are that s

Allianz: 2020 Retirement Risk Readiness Study

Posted on May 27, 2020

New research from Allianz on retirement readiness finds half of Americans retired earlier than expected, with the vast majority doing so for reasons outside of their control, yet many non-retirees sti

Putnam Investments: Bracing for a Slow Economic Recovery

Posted on May 27, 2020

Market commentary from Putnam discusses expectations for the U.S. economic recovery to likely be uneven as coronavirus health risks cast a shadow on demand. Q2 contraction will be one for the record b