Retirement

The Retail Retirement Reference Guide, Fifth Edition

The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

• Research Abstract
• Retirement
• Retirement, Retail
• Retirement Income
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

• Research Abstract
• Research Benchmark
• Distribution Channels
• Consumer
• Generations
• Wealth Markets
• Retirement
• Retirees and Pre-Retirees
• Marketing

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

• Research Abstract
• Distribution Channels
• Multiple Line Exclusive Agency (MLEA)
• Consumer
• Generations
• Women
• Employer
• Non-Profits
• Private Employers
• Public Employers
• Small Businesses
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirees and Pre-Retirees
• Talent Management
• Onboarding & Development
• Recruiting
• Selection

The Journey Into Retirement Series

Better understand the outlooks and actions of pre- and recent retirees.

• Research Abstract
• Consumer
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Planning
• Retirees and Pre-Retirees

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

• Research Abstract
• Consumer
• Retirement
• Insurance Products
• Life Insurance
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Regulatory

Clarify today’s confusing best interest and fiduciary environment.

• Compliance
• Secure Retirement Institute (SRI)
• Regulatory Compliance
• Fiduciary Rules

The Annuity INSIDER Report June 2024

​The annuity market is reaching record sales as market conditions continue to drive demand of annuities. How will the DOL Fiduciary rule and looming rate cuts impact the annuity market? This webinar will explore first quarter sales highlights including key tailwinds and headwinds facing the industry.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

The Annuity INSIDER Report June 2024

6/18/2024 12 - 12:45 p.m. ET

​The annuity market is reaching record sales as market conditions continue to drive demand of annuities. How will the DOL Fiduciary rule and looming rate cuts impact the annuity market? This webinar will explore first quarter sales highlights including key tailwinds and headwinds facing the industry.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Are In-Plan Annuities at a Tipping Point?

5/21/24 — In this episode of Industry Insights With Bryan Hodgens, Bryan will discuss the in-plan annuity market, how the Secure Act was the catalyst for new product innovation, the latest research on the plan sponsors view of these products and where we are going from here.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Are In-Plan Annuities at a Tipping Point?

5/21/2024 2 - 2:30 p.m. ET

In this episode of Industry Insights With Bryan Hodgens, Bryan discusses the in-plan annuity market, how the Secure Act was the catalyst for new product innovation, the latest research on the plan sponsors view of these products and where we are going from here.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

The Annuity INSIDER Report April 2024

With annuity sales continuing to show strength amid favorable market conditions, our upcoming webinar will explore quarterly sales highlights including key tailwinds and headwinds facing the industry.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

Recognizing Financial Exploitation

Help your representatives recognize elder financial abuse.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

AnnuityXT

Effectively implement your annuity continuing education program.