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
COALITION FOR EQUITY IN WHOLESALING NAMES IRI’s CHRISTINA BRADY TO BOARD OF DIRECTORS
WASHINGTON, D.C. – The Coalition for Equity in Wholesaling named Christina Brady, Chief Operating Officer with the Insured Retirement Institute…
IRI ANNOUNCES LEADERSHIP, RISING STAR, AND CHAIRMAN AWARD RECIPIENTS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) presented three awards at its 2024 annual conference in Nashville, Tennessee, to…
RECORD CROWD WELCOMES IRI’S 2024 ANNUAL CONFERENCE TO NASHVILLE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) opened its 2024 Annual Conference to a record-setting crowd and sponsorship in…