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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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April 6, 2023

IRI VISION: A HELPING HAND(BOOK) TO UNDERSTAND ANNUITIES

Annuities play an important role in the investment portfolios of America’s workers and retirees, helping millions save for retirement and…

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April 3, 2023

IRI RELEASES NEW RETIREMENT SAVINGS AND INCOME HANDBOOK

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) kicked off National Financial Literacy Month by launching its Retirement Saving and…

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March 29, 2023

IRI URGES NAIC WORKING GROUP TO DEVELOP GUIDANCE TO UPDATE INSURANCE REGULATIONS TO ALLOW ELECTRONIC TRANSACTION PROCESSES

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is urging the National Association of Insurance Commissioners (NAIC) to consider issuing…

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