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 NAMES TWO NEW MEMBERS TO BOARD OF DIRECTORS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced changes to its board of directors. Joining the IRI board…
IRI STUDY REVEALS TOMORROW’S RETIREES FEEL LESS FINANCIALLY SECURE THAN TODAY’S
WASHINGTON, D.C. – A recent survey of retirees and near-retirees demonstrates the comparative financial security today’s retirees enjoy, in contrast to…
INSURED RETIREMENT INSTITUTE ANNOUNCES VIRTUAL CONGRESSIONAL FLY-IN
WASHINGTON, D.C. — The Insured Retirement Institute (IRI) is conducting a virtual fly-in with its Board of Directors on March…