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

Annuity Insider Report (September 2023)

An overview of Q2 individual annuity sales and the factors that have contributed to the record start of the year.

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

The Annuity INSIDER Report Webinar September 2023

9/19/2023 12 - 12:45 p.m. EDT

An overview of Q2 individual annuity sales and the factors that have contributed to the record start of the year.

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

The Annuity INSIDER Report June 2023

6/21/2023 12 - 1 p.m. EDT

Please join Todd Giesing and Teddy Panaitisor for the Annuity INSIDER Report Webinar, a Q1 review and highlights on the annuity market.

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

The Annuity INSIDER Report April 2023

4/13/2023 12 - 1 p.m. EDT

2022 was a record year in many aspects of individual annuity sales. Please join Todd Giesing & Teddy Panaitisor for a year in review of the individual annuity market and highlights on what drove the individual annuity market to all-time sales levels.

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

The Annuity INSIDER Report

12/13/2022 12 - 1 p.m. EDT

The conditions have been ripe for the individual annuity market, and the momentum continued into the third quarter. Please join Todd Giesing and Teddy Panaitisor to review what fueled the continued sales momentum and our expectations for the future.

• 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

Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located.

AnnuityXT

Effectively implement your annuity continuing education program.