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 SAYS SEC E-DELIVERY RULE ALIGNS WITH DIGITAL-FIRST GOALS
Proposed Regulation Supports Investors’ Preferred Choice of Information Sharing WASHINGTON, D.C. – A proposed Securities and Exchange Commission (SEC) regulation…
BIPARTISAN MEASURE INTRODUCED TO ENABLE INSURANCE INDUSTRY INNOVATION AND IMPROVE PRODUCT DISCLOSURES FOR CONSUMERS
WASHINGTON, D.C. – Bipartisan legislation introduced today by Rep. Zach Nunn (R-Iowa) and Rep. Brittany Pettersen (D-Colo.) offers a common-sense…
August News Clips
News Articles IRI is quoted or mentioned. Plan Sponsor – DOL Investment Safe Harbor May Not Do Much for Retirement…