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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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January 23, 2025

IRI AND CANNEX DEVELOP BREAKTHROUGH SOLUTION TO SIMPLIFY ANNUITY MODELING

Baseline Values Empower Financial Professionals to Include Annuities in Financial Plans  WASHINGTON, D.C. – Financial professionals have a new tool…

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January 23, 2025

IRI ANNOUNCES CHANGES TO ITS BOARD OF DIRECTORS

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced two new members have been elected to its Board of Directors: Mike…

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January 16, 2025

IRI VISION: THE DIGITAL REVOLUTION IN RETIREMENT SERVICES: HOW THE ANNUITY INDUSTRY IS TRANSFORMING

We are at a critical moment in the evolution of the role that digital technology plays in insurance and retirement…

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