In the July edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for Annuities (DFA) standards that will deliver more efficiency, scalability, cost reductions, financial professional satisfaction, and access. She also cites recent IRI research that aligns some financial professional concerns with DFA’s work.
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NEW STANDARDS AIM FOR FASTER CONSUMER ACCESS TO ANNUITY FUNDS
WASHINGTON, D.C. – Consumers could experience faster, simpler access to money from their annuities under new digital standards advanced by…
DFA1: How DFA Is Changing the Way Annuities Get Done
In the June episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, explains how IRI’s Digital First of Annuities…
IRI URGES DOL TO RECOGNIZE ANNUITIES AS IMPORTANT CATEGORY OF RETIREMENT INCOME TOOLS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) expressed general support for a proposed rule issued by the U.S. Department…