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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MAKING ANNUITIES EASIER TO UNDERSTAND, TRANSACT, AND MANAGE
Modernizing the Annuity Industry Through IRI’s Digital First for Annuities Initiative WASHINGTON, D.C. – The Insured Retirement Institute (IRI) touted…
December News Clips
News articles in which IRI is quoted or mentioned. Investment News – CFP Board joins industry support for bill to…
DFA1: A Successful 2025 and More to Come in 2026
DFA1 is IRI’s short-form video series to highlight the progress, insights, and real-world success stories emerging from the Digital First…