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 DOL TO RECOGNIZE ANNUITIES AS IMPORTANT CATEGORY OF RETIREMENT INCOME TOOLS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) expressed general support for a proposed rule issued by the U.S. Department…
May News Clips
News Articles IRI is quoted or mentioned. Life Annuity Specialist – Execution Challenges Drag on Annuity Industry Digitization (subscription required)…
INSURED RETIREMENT INSTITUTE ANNOUNCES RETIREMENT OF PAUL RICHMAN, CHIEF GOVERNMENT AND POLITICAL AFFAIRS OFFICER
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced that Paul Richman, Chief Government and Political Affairs Officer, will retire effective December 31,…