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 ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE, BOARD OF DIRECTORS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its Executive Committee and Board of Directors. Joe Toledano,…
NEW IRI REPORT DEMONSTRATES PROTECTED INCOME, LONGEVITY RISK VALUE OF VARIABLE ANNUITIES
Latest Report is First in a New “Annuity Basics” Information Series WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today…
IRI VISION: DIGITAL FIRST MOVEMENT – PLAY YOUR PART IN PROGRESS
You’ve made critical decisions for your company, but few have the potential to create as big an impact as committing…