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 GREATER STANDARDIZATION, CONSISTENCY, AND TRANSPARENCY IN NAIC MARKET CONDUCT MODERNIZATION INITIATIVE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today urged the National Association of Insurance Commissioners (NAIC) to modernize market…
June News Clips
News Articles IRI is quoted or mentioned. MarketWatch – The federal government plans to make it harder for you to…
IRI ANNOUNCES NEW BOARD MEMBERS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced the election of two new members to its Board of Directors: Alison…