In the September edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, hails a major program milestone: 50,000 paperless transactions for annuity exchanges, replacements, and transfers. She explains how this success should trigger adoption of other DFA standards to eliminate more friction points, improve the process for more financial professionals, and help expedite annuities into consumers’ hands.
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HOUSE PASSES BIPARTISAN BILL TO GIVE TEACHERS, HOSPITAL WORKERS, AND NONPROFIT EMPLOYEES THE SAME RETIREMENT INVESTMENT OPTIONS AS OTHER WORKERS
Retirement Fairness for Charities and Educational Institutions Act Heads to Senate WASHINGTON, D.C. – The U.S. House of Representatives today…
DFA1: The Future of Annuities
In this edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, says the industry is changing right now….
IRI VISION: RETIREMENT IS GETTING LONGER. ANNUITIES ARE BUILT FOR THAT.
For many retirees, one question matters most: What happens if I live longer than my money lasts? Annuities were built…