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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February News Clips
News Articles IRI is quoted or mentioned. Plan Sponsor – Annuity Sales Expected to Continue Growth in 2026 Think Advisor…
IRI CONVENES SECOND INDUSTRY HACKATHON
Experts Collaborate to Develop New Digital First for Annuities Standards WASHINGTON, D.C. – The Insured Retirement Institute (IRI) held its…
IRI STATEMENT ON PRESIDENT’S STATE OF THE UNION RETIREMENT PROPOSAL
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement on President Donald Trump’s proposal to assist workers in…