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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INSURED RETIREMENT INSTITUTE WINS ADVOCACY “POWER OF A” GOLD AWARD
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) won the American Society of Association Executives (ASAE) “Power of A” Gold…
IRI VISION – A DOWNPAYMENT TOWARD A BETTER ANNUITY EXPERIENCE
An Insured Retirement Institute (IRI) led initiative is underway with a vision to make annuities easy to transact and manage…
IRI PUBLISHES BEST PRACTICES COMPENDIUM FOR EMBEDDING DEI IN HIRING PROCESS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced the publication of a compendium of best practices that the association’s…