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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

Legg Mason/Brandywine Global: Depression, Recovery and the Risk of Time

Posted on May 27, 2020

Market commentary from Brandywine explores the potential impact of a protracted period of depressed income and spending and the need for a calculated unwinding of lockdowns to avoid an irreversible de

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

Lincoln Financial: Understanding Savings Behaviors and Motivators

Posted on May 27, 2020

Lincoln Financial’s annual RetirementPower study, for the past several years, has shown a steady rise in positive outcomes and spirits. However, the 2019 study revealed a different story. While