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 ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE AND NEW BOARD MEMBERS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced three new representatives to its Board of Directors: Dominic Blue, Head…
HOUSE COMMITTEE TO VOTE ON RETIREMENT PLAN PARITY, INVESTOR DISCLOSURE, AND SENIOR PROTECTION MEASURES
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is urging the House Financial Services Committee to approve three bipartisan bills…
IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION
Annuities have long been overlooked in financial planning due to complex modeling requirements. Many financial professionals, especially those unfamiliar with…