IRI is urging a House committee to support a resolution to overturn DOL's one-size-fits-all fiduciary standard on virtually all financial professionals who sell retirement products. https://ow.ly/npX550SxTbN ThinkAdvisor
Insured Retirement Institute (IRI)
Government Relations Services
The leading trade association for the insured retirement industry.
About us
The Insured Retirement Institute (IRI) is the leading association for the entire supply chain of insured retirement strategies, including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms, and solution providers. IRI members account for 90 percent of annuity assets in the U.S., include the foremost distributors of protected lifetime income solutions, and are represented by financial professionals serving millions of Americans. IRI champions retirement security for all through leadership in advocacy, awareness, research, and the advancement of digital solutions within a collaborative industry community.
- Website
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http://www.IRIonline.org
External link for Insured Retirement Institute (IRI)
- Industry
- Government Relations Services
- Company size
- 11-50 employees
- Headquarters
- Washington
- Type
- Nonprofit
Locations
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Primary
Get directions
1100 Vermont Ave. NW, 10th Floor
Washington, 20005, US
Employees at Insured Retirement Institute (IRI)
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Katherine Dease
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Paul Richman
Chief Government and Political Affairs Officer at Insured Retirement Institute (IRI)
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Stephen Good
Building the Firm of Choice for Financial Advisors and Their Clients to Achieve Their Goals | Your Catalyst for Career Advancement & Tailored…
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Dev Ganguly
Chief Operating Officer at Jackson (NYSE : JXN)
Updates
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Katherine Dease, Chief Technology and Innovation Officer at IRI, shared an update on the progress of IRI’s Digital First for Annuities initiative at the Fidelity Insurance Partner forum in Boston, Ma. IRI is creating standardized rules of engagement for how the industry delivers essential data to transform the annuity experience for financial professionals and consumers. https://lnkd.in/ejQN2Ynu Fidelity Investments
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SEC created a tailored registration form for RILAs that “...should eliminate barriers to entry and encourage more competition and innovation in this critical market segment." - Wayne Chopus, IRI. https://ow.ly/3mZl50StEfi InvestmentNews
SEC updates annuity disclosure rules for RILAs, MVAs - InvestmentNews
https://www.investmentnews.com
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SEC issues long-awaited final rule on registered index-linked annuities (RILA). “This rule will ensure that prospective purchasers can readily find the essential information they need to understand RILAs and their risks and benefits,” said Wayne Chopus, IRI. https://ow.ly/nF0y50SthBg
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Insured Retirement Institute (IRI) reposted this
We are proud to support the Insured Retirement Institute's (IRI) Digital First for Annuities initiative. We’re excited about the possibilities for our industry and the potential to transform the annuity experience for financial professionals and consumers. https://lnkd.in/gSyFu7kR
IRI welcomes Sandy Stokley, Senior Vice President, Operations at Athene, as our guest blogger. She writes about Athene’s enthusiastic support for IRI’s Digital First for Annuities initiative and its incredible potential to grow the annuity market and resolve significant pain points for all users. “Our customers, financial professionals, and distribution partners deserve a best-in-class experience. We must choose to act now and move our industry forward.” Read her blog post: https://ow.ly/YQs350S8yy4
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Insured Retirement Institute (IRI) reposted this
Through collaboration with a focus on positive outcomes, our joint trades efforts are making a difference for Main Street Americans. Thanks to special guests Wayne Chopus of Insured Retirement Institute (IRI), Jillian Froment of American Council of Life Insurers - ACLI and Marc Cadin of Finseca for sharing your perspectives on the power of alignment in creating favorable legislative and regulatory outcomes that move us all toward a more #secureretirement. #annuityleadership #bettertogether #retirementplanning
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Wayne Chopus, president and CEO of the Insured Retirement Institute, said Wednesday in a statement that IRI “supports Congress’ efforts to stop DOL’s harmful retirement security rule. https://ow.ly/1jWQ50Squnc ThinkAdvisor
New Spending Bill Would Torpedo DOL Fiduciary Rule | ThinkAdvisor
thinkadvisor.com
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An Alliance for Lifetime Income study finds strong evidence that households holding a greater share of wealth in guaranteed income spend more each year than retirees who hold more of their wealth in investments. https://ow.ly/sElc50SpXgw #AnnuityAwarenessMonth
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A Prudential Financial survey found that 71% of 55-year-olds say they are interested in annuities, presenting the industry with a significant opportunity to strengthen their retirement security with protected income solutions. https://ow.ly/Lha050Sp7tH
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