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.
Stay Informed
Latest News
IRI TAPS SEASONED ADVOCATE JILL HOFFMAN TO LEAD GOVERNMENT AND POLITICAL AFFAIRS
Hoffman to succeed Paul Richman, who retires at year-end after 11 years with IRI WASHINGTON, D.C. – The Insured Retirement…
IRI CONGRATULATES KEITH SONDERLING ON CONFIRMATION AS LABOR SECRETARY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement regarding Senate confirmation of Keith Sonderling as Secretary of…
IRI VISION: TWO DECADES IN THE MAKING: A WIN FOR E-DELIVERY AND THE INVESTORS WE SERVE
Nearly two decades after IRI first pushed for it, electronic delivery is on track to become the default way investors…