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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 21, 2023

IRI ANNOUNCES NEW TASK FORCE TO ENHANCE FINANCIAL PROFESSIONALS’ DIGITAL EXPERIENCE ACROSS THE ANNUITY LIFECYCLE

The Insured Retirement Institute (IRI) announced today the formation of an Annuity Data Enablement Task Force comprised of senior insurance…

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February 21, 2023

IRI VISION: SEC SWINGS AND MISSES

The U.S. Securities and Exchange Commission’s proposal to address stock market volatility and mutual fund liquidity would harm millions of…

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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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