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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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December 2, 2021

STATEMENT BY WAYNE CHOPUS, PRESIDENT & CEO, ON THE LAUNCH OF THE COALITION FOR EQUITY IN WHOLESALING

WASHINGTON, D.C. — “The insured retirement industry’s commitment and efforts to advance diversity, equity, and inclusion took a major step forward…

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December 1, 2021

IRI ANNOUNCES 2021 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS

Sen. Ben Cardin and Sen. Rob Portman Recognized for Efforts to Help America’s Workers, Retirees WASHINGTON, D.C. – The Insured…

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November 22, 2021

ANNUITIES CAN PROTECT RETIREMENT PORTFOLIOS WHILE DELIVERING PROTECTED INCOME

Study Notes Challenges to Following the “Four Percent Rule” WASHINGTON, D.C. – A recent study questions a decades-old rule of…

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