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DFA1 is IRI’s new short-form video series created to highlight the progress, insights, and real-world success stories emerging from the Digital First for Annuities initiative. In this update, Katherine Dease, Chief Technology and Innovation Officer, IRI,  announces two new standards to be launched this month. She also unveils a cohesive view of Digital First for Annuities tools and resources that help modernize the annuity experience.

 

 

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December 12, 2023

IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE

WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…

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December 7, 2023

IRI ANNOUNCES 2023 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS

Sen. Tina Smith and Sen. Thom Tillis Recognized for Efforts to Help America’s Workers and Retirees WASHINGTON, D.C. – The Insured…

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December 3, 2023

PROPOSED NASAA MODEL RULE THREATENS ACCESS TO ANNUITY PRODUCTS FOR RETIREMENT, UNDERMINES FINANCIAL SECURITY

WASHINGTON, D.C. – A state securities regulator organization has proposed a revised model rule that could have significant consequences for…

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