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 VISION: DIGITAL FIRST FOR APPLICATION SUBMISSIONS MAKES ANNUITIES A MORE ATTRACTIVE OFFERING
The Insured Retirement Institute (IRI) is leading an initiative to transform the industry through the use of digital solutions for…
IRI TO LABOR DEPARTMENT: WITHDRAW HARMFUL INVESTMENT ADVICE RULE
“We Do Not Believe the Proposal Can or Should Be Fixed” WASHINGTON, D.C. – A proposed U.S. Department of Labor…
IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES
WASHINGTON, D.C. – Recent research by the Insured Retirement Institute (IRI) found that financial professionals who do not currently use…