We’re excited to launch DFA1, a new short-form video series sharing progress, insights, and success stories from IRI’s Digital First for Annuities initiative.
In our first episode, Katherine Dease, Chief Technology & Innovation Officer at IRI, kicks things off with an overview of the initiative — followed by a call to action from Arron Price, COO at Financial Independence Group (FIG), inviting the industry to get involved in this transformational effort. Watch, share, and join the movement.
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Initiative Included in IRI’s Federal Retirement Security Blueprint WASHINGTON, D.C. – Legislation introduced recently would add retirement planning and saving…
Insight October 2021
This month's issue of IRI Insight features resources for guiding clients through the process of legacy planning.
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