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 NAMES KATHERINE DEASE AS CHIEF TECHNOLOGY AND INNOVATION OFFICER
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) named Katherine Dease as Chief Technology and Innovation Officer. In this role,…
HIGHER COST OF LIVING DRIVES HIKE IN SOCIAL SECURITY BENEFITS FOR 2023
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HOW IRI IS HELPING REDUCE THE ANXIETY AROUND RETIREMENT
IRI President & CEO Wayne Chopus is this month’s guest on Beyond the Challenge podcast with Sandy and Kevin Dougherty….