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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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November 28, 2023

IRI SUPPORTS SEC’s PROPOSED RILA REGISTRATION FORM

WASHINGTON, D.C. – The U.S. Securities and Exchange Commission (SEC) is a step closer to delivering a long-awaited improvement to…

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November 17, 2023

IRI VISION: DIGITAL FIRST FOR ANNUITIES

One of IRI’s unique strategic objectives is to lead the industry to transform the annuity experience through adoption of digital-first…

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November 15, 2023

IRI: BIDEN ADMINISTRATION RUSHING TO FINALIZE PROPOSED FIDUCIARY REGULATION, REJECTS REASONABLE REQUEST OF ADDITIONAL TIME FOR INPUT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) criticized the Biden Administration’s decision to reject an extension of time to…

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