In the June episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, explains how IRI’s Digital First of Annuities initiative is answering the call to improve the annuity experience for financial professionals and consumers that will help unlock future growth.
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COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”
IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…
HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION
WASHINGTON, D.C. – The House of Representatives passed a bipartisan measure this week to protect vulnerable Americans from financial exploitation….
IRI VISION: LEADING BY EXAMPLE
One of the more rewarding experiences I have had with the Insured Retirement Institute is launching and hosting our Long View…