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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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February 14, 2023

COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”

IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…

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January 31, 2023

HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION

WASHINGTON, D.C. – The House of Representatives passed a bipartisan measure this week to protect vulnerable Americans from financial exploitation….

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January 30, 2023

IRI VISION: LEADING BY EXAMPLE

One of the more rewarding experiences I have had with the Insured Retirement Institute is launching and hosting our Long View…

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