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 DR. JANET YELLEN ON CONFIRMATION AS TREASURY SECRETARY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement regarding Senate confirmation of Dr. Janet Yellen as…
STATEMENT OF THE INSURED RETIREMENT INSTITUTE REGARDING SEN. ROB PORTMAN RETIREMENT ANNOUNCEMENT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement on the announcement by Sen. Rob Portman (R-Ohio) that…
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