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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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October 10, 2023

IRI URGES DEPARTMENT OF LABOR TO STREAMLINE DISCLOSURE REQUIREMENTS AND MAXIMIZE E-DELIVERY AS DEFAULT FOR DOCUMENTS

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) urged the U.S. Department of Labor (DOL) to focus on consolidation and…

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October 10, 2023

IRI SAYS PROPOSED SEC CONFLICTS RULE IS OVERBROAD, OVER-REACHING, AND RIFE WITH FLAWS

WASHINGTON, D.C. –A proposed rule by the U.S. Securities and Exchange Commission (SEC) to address financial firms’ conflicts of interest…

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September 12, 2023

IRI RESEARCH FINDS CONSUMERS PRIORITIZE RETIREMENT INCOME AND ASSET PROTECTION MORE THAN GROWTH

WASHINGTON, D.C. – Financial professionals say that clients are prioritizing retirement income and asset protection more than growth, according to…

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