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 VISION: TURNING 401(K) SAVINGS INTO LIFETIME INCOME: IRI URGES DOL TO CLEAR THE PATH
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NEW STANDARDS AIM FOR FASTER CONSUMER ACCESS TO ANNUITY FUNDS
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DFA1: How DFA Is Changing the Way Annuities Get Done
In the June episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, explains how IRI’s Digital First of Annuities…