New @Nationwide Financial research: 81% of Americans would rather have guaranteed, predictable retirement income than higher-growth investments. Only 24% have protections in place today. Protected, guaranteed lifetime income can help close that gap. https://t.co/p7bgsY3F8t
New CNN reporting cites research showing retirees with more guaranteed income, like an annuity, spend more comfortably than those relying mainly on investments. Protected, guaranteed lifetime income can help retirees spend with confidence. @LIMRA https://t.co/R5b2lURHYK
The SEC proposed a rule making electronic delivery the default for investor communications. Emily Micale, IRI, said it's "a significant step toward a digital-first industry that meets consumers where they are." https://t.co/tyl83M7LEc @InsNewsNet
2nd quarter annuity sales hit the 11th consecutive quarter of more than $100 billion in sales, according to preliminary results from @LIMRA. Consumers continue to demand the guaranteed lifetime income and portfolio protection benefits annuities provide. https://t.co/zkoQuGlHdx
Tune in to our latest edition of DFA1 where Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for Annuities (DFA) standards that will deliver more efficiency, financial professional satisfaction, and access. https://t.co/sfVtWRAfij
The Retirement Simplification and Clarity Act, supported by IRI, would help facilitate access to protected, guaranteed lifetime income, giving workers and retirees additional tools to build lasting retirement security. https://t.co/9OXuCGsySO
https://t.co/HFoWT8woP6
71% of working Americans expect to be reluctant to spend money in retirement due to risks of outliving savings, future health care spending, unforeseen expenses, or inflation, according to a new study by Allianz Center for the Future of Retirement. https://t.co/sE1PvHykuT
New research from the Federal Reserve Bank of Minneapolis highlights how annuities can play a role in helping retirees prepare for one of retirement's biggest financial challenges: long-term care costs. https://t.co/2hvM30gV9p
An SEC proposed rule would make electronic delivery the default disclosure method under federal securities laws. "This is a significant step toward a digital-first industry that meets consumers where they are.” - Emily Micale, IRI.
https://t.co/odRQQj9W1t @Altswire
A new study by J.P. Morgan Asset Management finds 91% of retirees and plan participants express interest in in-plan guaranteed retirement income solutions. 75% of those surveyed would likely keep assets in-plan if it offered an income solution. https://t.co/p4tesiSjax
IRI on SEC's proposed Regulation E-Delivery: IRI appreciates the SEC's leadership in advancing a proposal to modernize the delivery of investor disclosures and other required communications in a way that reflects how investors access information today. https://t.co/moXLT5PaxM
“We don’t see why there shouldn’t be parity between what every other participant and every other type of retirement plan offers, including employees who are participating in the Thrift Savings Plan,” says Paul Richman, IRI. https://t.co/x48TvvOpoW @PlanSponsor
30 CEOs representing leading financial services organizations urged enactment of bipartisan legislation to provide 403(b) retirement plans with the same access to lower cost investment choices as 401k and other similar plans. https://t.co/jyWU2mIDau
Research published by the National Bureau of Economic Research found that retirees with annuities reported lower financial stress and more positive health and lifestyle outcomes than retirees who relied on phased withdrawals. https://t.co/iz4LPvaBHn @planadviser
IRI today urged the National Association of Insurance Commissioners to modernize market conduct regulation by emphasizing three priorities: standardization, consistency, and transparency, while aligning standards with modern digital processes.
https://t.co/VSoxRVEKEf
Pooled Employer Plans (PEPs) are helping small businesses offer workplace retirement plans by reducing cost and complexity. IRI strongly supported creating PEPs in the SECURE Act to expand retirement plan access for more Americans. https://t.co/jjxnqq8cJY @EBNbenefitnews
Only 1 in 4 Americans think now is a good time to invest, according to new @Allianz Life research. Retirement strategies that include innovative lifetime income products can help manage uncertainty and volatility while providing guaranteed income for life.
https://t.co/8zOtdGnjRM
Kush Kotecha, President, @Nationwide Annuity, and IRI Board member, says framing annuities too narrowly can cause financial professionals to miss opportunities to solve more of their clients’ real‑world challenges with one flexible solution. https://t.co/KFZMvtQSJN @InsNewsNet