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In the May episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, reviews the Digital First for Annuities committee work and sessions at the highly-successful, record-setting 2026 IRI Annual Conference.

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May 9, 2023

SEC PROPOSAL WOULD CREATE NEW BARRIER TO ANNUITY ACCESS FOR RIA CLIENTS

WASHINGTON, D.C. –  A proposed U.S. Securities and Exchange regulation would create a new barrier to annuity access for clients…

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May 4, 2023

IRI STATEMENT ON SENATOR BEN CARDIN’S RETIREMENT ANNOUNCEMENT

WASHINGTON, D.C. – The Insured Retirement Institute issued a statement from President and CEO Wayne Chopus on the retirement announcement…

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May 4, 2023

CHOPUS, RICHMAN AMONG 500 MOST INFLUENTIAL PEOPLE SHAPING POLICY

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) has two people on Washingtonian Magazine’s third annual list of Most Influential…

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