IRI position paper proposing a framework for distributor supervisory staff to evaluate annuity concentrations in retirement portfolios, focusing on investor goals rather than hard limits.
The annuity industry is poised for significant growth in the coming years, according to the State of the Retirement Industry, a report by the Insured Retirement Industry (IRI). The report covers
Saving for retirement is likely not the most pressing financial priority for most millennials. The oldest are in their late 30s, focused on their next career move, or maybe with children in elementary
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Multi-year Sales Highs, Record VA Assets WASHINGTON, D.C. – Sales of fixed and variable annuities were $227.8 billion in 2019, 2.6 percent higher than sales in 2018 and the highest tot
Fixed Annuity Sales Moderate as Variable Annuities Hold Steady WASHINGTON, D.C. – Annuity sales fell in the third quarter of 2019, decreasing 8.4 percent as the combined sales of fixed and
Jackson National Life Insurance Company and the Insured Retirement Institute (IRI) announced results from a new research study that was fielded in the midst of the COVID-19 global pandemic. Condu
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
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