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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STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE ON THE PROTECTING INNOVATION IN INVESTMENT ACT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) opposes the U.S. Securities and Exchange Commission’s (SEC) ‘Conflicts of Interest Associated…
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….
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…