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.
Stay Informed
Latest News
STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE ON THE PROTECTING INNOVATION IN INVESTMENT ACT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) opposes the U.S. Securities and Exchange Commission’s (SEC) ‘Conflicts of Interest Associated…
IRI VISION: SURVEY SAYS: DIGITAL FIRST CAN DRIVE ANNUITY MARKET GROWTH
Delivering a fast, efficient, and reliable annuity experience will encourage more financial professionals to use annuities more frequently with clients….
IRI RESEARCH: FINANCIAL PROFESSIONALS MAKE ALL THE DIFFERENCE
WASHINGTON, D.C. – Retirees who maintain a relationship with a financial professional have more savings, less debt, and greater financial…