education

IRI and Groom Law Group hosted an exclusive, members-only webinar on the details and implications of the DOL’s latest fiduciary rule.

This webinar discussed how these e-capabilities, among others have made it easier for financial professionals and their clients to work with annuities, and what they perceive as the most significant areas for further improvements.

This webinar discussed the emerging annuity “Point of Sale” experience, current gaps in carrier delivery today, and showcased the latest technology underpinning interactive story-telling.

During this webinar, IRI shared the latest information on the status of the proposal, what to expect in the coming weeks, our collaborative efforts to oppose the rule with other industry organizations, Capitol Hill efforts, communications, research, and more.

A paperless process will enable faster and smoother transfers. Additionally, the new process eliminates many not-in-good-order (NIGO) issues, such as omitted paperwork, illegible handwriting, and missing data. This service, when incorporated with DTCC’s money settlement, is expected to provide an efficient process that reduces the time to transfer from several weeks to 24-72 hours.

During this webinar, the Insured Retirement Institute (IRI) and Groom Law Group dove into the details and meaning of President Biden’s proposed fiduciary rule.

IRI hosted an information-packed webinar to keep up with the latest regulatory proposals and related developments.