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 GOVERNMENT AFFAIRS TEAM RECOGNIZED FOR EXCELLENCE
WASHINGTON, D.C. – Two members of the Insured Retirement Industry’s (IRI) government affairs team were recognized as leading lobbyists who…
IRI STATEMENT ON WILLIAM BIRDTHISTLE NAMED DIRECTOR OF DIVISION OF INVESTMENT MANAGEMENT AT THE U.S. SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement from Jason Berkowitz, Chief Legal and Regulatory Affairs Officer,…
STATEMENT BY WAYNE CHOPUS, PRESIDENT & CEO, ON THE LAUNCH OF THE COALITION FOR EQUITY IN WHOLESALING
WASHINGTON, D.C. — “The insured retirement industry’s commitment and efforts to advance diversity, equity, and inclusion took a major step forward…