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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July News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI and ACLI Applaud CLEAR Forms Act Think Advisor –…
DFA1: Rate API Efficiency, Real-Time Transactions & the Activated Income API
In the July edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for…
IRI STATEMENT ON SEC-PROPOSED REGULATION E-DELIVERY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement from Emily Micale, Director, Federal Regulatory Affairs, on…