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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IRI VISION: CLOSING THE CLIENT EXPECTATION GAP
Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…
DFA1: Highlights from the IRI Digital First for Annuities Hackathon
In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…
IRI VISION: COURT DECISION RESTORES CHOICE AND ACCESS FOR RETIREMENT SAVERS
The federal court’s decision to vacate the Department of Labor’s 2024 “Retirement Security Rule” is welcome news for millions of…