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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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July 23, 2024

IRI VISION: DIGITAL FIRST INITIATIVE DELIVERING RESULTS

IRI’s Digital First for Annuities initiative is transforming how the industry engages with financial professionals and clients and working to…

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July 18, 2024

IRI SEEKS TO ESTABLISH AN INFRASTRUCTURE FOR ANNUITY DATA STANDARDS

Digital First for Annuities Initiative Seeks to Transform Annuity Experience WASHINGTON, D.C. – An Insured Retirement Institute (IRI) initiative to…

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July 10, 2024

HOUSE COMMITTEE TO VOTE ON RESOLUTION TO DISAPPROVE DOL’S HARMFUL ONE-SIZE-FITS-ALL FIDUCIARY RULE

WASHINGTON, D.C. – The House Education and the Workforce Committee will vote today on a Congressional Review Act (CRA) resolution…

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