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 CONGRATULATES LISA GOMEZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement following the Senate’s confirmation of Lisa Gomez as…
STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE PASSING OF REP. JACKIE WALORSKI
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) and its members are deeply saddened at the news of the tragic…
STATEMENT BY WAYNE CHOPUS, IRI PRESIDENT & CEO
WASHINGTON, D.C. – “The House Financial Services Committee’s vote to advance the Registered Index-Linked Annuities Act (H.R. 4865) is a…