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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IRI SUPPORTS CARDIN-PORTMAN RETIREMENT LEGISLATION
Prospects are improving for Congress to advance comprehensive retirement security legislation this year, which today announced its support for a...
SENATE RETIREMENT LEGISLATION INTRODUCED
Congress continues to signal strong, bipartisan interest in improving retirement savings opportunities and lifetime income choices for workers and retirees.
Insight May 2021
Advisor Spotlight - Angela Brill, Cetera, tells us about her practice, her views on managing clients & investments, & how...