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 URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE
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IRI ANNOUNCES 2023 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
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PROPOSED NASAA MODEL RULE THREATENS ACCESS TO ANNUITY PRODUCTS FOR RETIREMENT, UNDERMINES FINANCIAL SECURITY
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