Katherine Dease, Chief Technology and Innovation Officer at IRI, shared an update on the progress of IRI’s Digital First for Annuities initiative at the Fidelity Insurance Partner forum in Boston, Ma. IRI is creating standardized rules of engagement for how the industry delivers essential data to transform the annuity experience for financial professionals and consumers. https://lnkd.in/ejQN2Ynu Fidelity Investments
Insured Retirement Institute (IRI)’s Post
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An annuity is a contract between you and an insurance company and can address a variety of financial needs. Review this chart to find out more about this product type and whether it can help you meet your goals.
Annuity strategies aren't one-size-fits-all [INFOGRAPHIC] - www.raymondjames.com
raymondjames.com
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Assistant Vice President | Application Delivery & Architecture | Business Integration | Platform Strategy | Scaled Agile | Product Life Cycle | Strategic Planning | Financial & IT Services | Digital Transformation
3wThis is awesome Katherine Dease! We need more of these events to spread awareness about Digital First for Annuities. We got this!