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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DFA1: New DFA Steering Committee Chairs, Hackathon is On, and More
In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, welcomes new Digital First for Annuities (DFA)…