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DFA1 is IRI’s short-form video series 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, Mark Francis, Director, Operations and Technology, and Hannah Pikus, Director, Digital First Standards review 2025 wins and offer a look ahead to 2026.

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February 6, 2024

IRI VISION: SURVEY SAYS: DIGITAL FIRST CAN DRIVE ANNUITY MARKET GROWTH

Delivering a fast, efficient, and reliable annuity experience will encourage more financial professionals to use annuities more frequently with clients….

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January 30, 2024

IRI RESEARCH: FINANCIAL PROFESSIONALS MAKE ALL THE DIFFERENCE

WASHINGTON, D.C. – Retirees who maintain a relationship with a financial professional have more savings, less debt, and greater financial…

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January 10, 2024

HOUSE HEARING EXAMINES FLAWED LABOR DEPARTMENT INVESTMENT ADVICE RULE

IRI Testifies that the Proposal is a Solution in Search of a Problem  WASHINGTON, D.C. – The Insured Retirement Institute…

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