IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by category or committee.
Summary of Planning Tool Discussions: Improve annuity usage in planning tools by making annuities easy to understand, visualize, and model. Show the value of the annuity in the clients’ portfolios through enhanced visualization.
Just-in-time appointment best practices are documented to help firms align across the industry. Process recommendations for all states except Pennsylvania are presented.