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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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…
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…
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…