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 ANNOUNCES CHANGES TO BOARD OF DIRECTORS, EXECUTIVE COMMITTEE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its board of directors and executive committee. IRI Board…
IRI VISION: A FRICTIONLESS EXPERIENCE FOR TRANSACTING ANNUITIES
A unique initiative of the Insured Retirement Institute (IRI) is driving industry digital solutions to enhance the consumer and financial…
IRI HOSTS CONGRESSIONAL FLY-IN
WASHINGTON, D.C. — The Insured Retirement Institute (IRI) is conducting a congressional fly-in with its Board of Directors on June…