what's new

The Truth About Annuities and Retirement Income

The RSI’s first-of-its-kind publication offers a fresh look at annuities and retirement income. While much has been written on this subject, there’s a disconnect between what is being written about fixed annuities and their purpose.

“Adding a fixed annuity into the (retirement) portfolio mix optimizes income, especially once savings/investments deplete.” -- based on a retirement scenario in the publication.

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The RSI is a knowledge company -- producing a synthesis of research, information, and new ideas.

Our work contributes to better understanding retirement security issues -- for both professionals serving the retirement market and retirees who need useful, straightforward information.

Our goal is to provide credible analysis and meaningful information in the areas of health care and finance as they relate to retirement.

new report

New publication "Breathing New Life into Retirement Portfolios: The Battleground for the Life Annuity" shows how personal safety is the first order of business for today's portfolios. Read more.

white paper

New publication "Retirement Security in the 21st Century: Considerations and Risks in Building the Infrastructure." Read more.