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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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February 27, 2023

IRI UNVEILS 2023 RETIREMENT SECURITY BLUEPRINT

The Insured Retirement Institute (IRI) released its 2023 Federal Retirement Security Blueprint detailing the association’s federal legislative and regulatory public…

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February 21, 2023

IRI ANNOUNCES NEW TASK FORCE TO ENHANCE FINANCIAL PROFESSIONALS’ DIGITAL EXPERIENCE ACROSS THE ANNUITY LIFECYCLE

The Insured Retirement Institute (IRI) announced today the formation of an Annuity Data Enablement Task Force comprised of senior insurance…

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February 21, 2023

IRI VISION: SEC SWINGS AND MISSES

The U.S. Securities and Exchange Commission’s proposal to address stock market volatility and mutual fund liquidity would harm millions of…

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