Profiles in Planning

IRI Recognizes Marketing Innovators in the Retirement Income Industry

Voya Financial, Wells Fargo Advisors, Legg Mason, and AIG’s Liz Altman
Honored with IRI Marketing Innovation Awards

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today recognized Voya Financial, Wells Fargo Advisors, Legg Mason, and AIG’s Liz Altman as the 2015 recipients of the IRI Marketing Innovation Award.

The awards, which were presented during a ceremony at the IRI Marketing Summit 2015, identify breakthroughs in the areas of new products and services, development of consumer and advisor educational resources, and overall marketing campaigns to foster greater acceptance and use of insured retirement strategies.

“IRI is proud to recognize our members whose ingenuity and creativity are leading more American consumers to focus on their income needs in retirement,” IRI President and CEO Cathy Weatherford said. “Those of us in the industry have long known the challenges awaiting consumers as they approach retirement age. At the top of that list is the need to turn a lifetime of savings into retirement income that will be sufficient to cover their needs throughout all their retirement years.

This year’s honorees – selected by their peers – have harnessed the power of innovation to successfully communicate this message to their clients, allowing them to focus on their needs and better prepare for a financially secure retirement.”

  • Voya Financial
    IRI recognized Voya Financial in the insurer category for myOrangeMoneyTM, a digital experience to help consumers better understand their retirement balances and what their balances mean for their future monthly income potential in retirement. The digital tool prominently illustrates savings as future monthly income and demonstrates the progress they are making toward their retirement goal. Customers who took action on myOrangeMoney increased their savings by 12 percent on average, increasing average savings by 29 percent more than non-users, and had a higher savings rate than non-users, as of the end of February 2015.
  • Wells Fargo Advisors
    IRI recognized Wells Fargo Advisors in the broker-dealer/distributor category for its interactive digital experience – Your Income Story. The engagement tool allows clients and prospects nearing retirement age to visualize how financial advisors can help transition their retirement planning from asset accumulation to retirement income generation. Users can personalize the experience through a questionnaire that produces a customized profile that can be shared with their advisors to facilitate a conversation on retirement income. The tool helps consumers focus on key factors that will affect their retirement and how they prepare for it. With the online tool as a starting point, advisors can educate and prepare their clients for more productive conversations on retirement income planning.
  • Legg Mason
    In the asset manager category, IRI recognized Legg Mason for developing an innovative financial advisor and client-facing educational program, Aging and Its Financial Implications: Planning for Housing. This comprehensive program was designed to bring attention to the dramatic costs associated with housing as one ages, and encourage financial advisors and clients to be proactive in planning for these expenses. It offers a robust suite of client-facing materials including a brochure, presentations, worksheets, videos and podcasts – all designed to help advisors engage their clients and help them prepare for one of their most important needs in retirement. In addition to this program, Legg Mason has many other tools and resources available through The Advisor Partnership Program (TAPP)®.
  • Liz Altman – AIG
    In the individual category, IRI recognized Liz Altman – Chief Marketing Officer, Individual & Group Retirement and Retail Mutual Funds, AIG – for leading several successful programs during her tenure with AIG, including Social Security Savvy, Income Solutions for the Income Generation, and What’s Your Strategy. These programs deliver educational resources to advisors and consumers that support the proliferation of insured retirement strategies. With more than 25 years of marketing experience, Altman currently leads the AIG marketing team and its development of cutting-edge materials for product marketing, advisor support and practice building. Under her leadership, the team has created consumer resources, such as, to help advisors and consumers build strategies to prepare for income needs in retirement.
IRI is proud to recognize our members whose ingenuity and creativity are leading more American consumers to focus on their income needs in retirement


About the Insured Retirement Institute: The Insured Retirement Institute (IRI) is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies.
IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more at