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 ITS BOARD OF DIRECTORS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced two new members have been elected to its Board of Directors: Mike…
IRI VISION: THE DIGITAL REVOLUTION IN RETIREMENT SERVICES: HOW THE ANNUITY INDUSTRY IS TRANSFORMING
We are at a critical moment in the evolution of the role that digital technology plays in insurance and retirement…
IRI ANNOUNCES 2024 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) presented Rep. Virginia Foxx (R-N.C.), Rep. David Scott (D-Ga.), and Rep. Ann…