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NEW WHITE PAPER NOTES SIGNIFICANT TRANSFORMATION IN FINANCIAL ADVICE

October 2, 2019

WASHINGTON, D.C. - The Insured Retirement Institute (IRI), in partnership with Allianz Life and LifeYield LLC, has authored a white paper on a significant transformation taking place in the financial services industry -“Improving Financial Outcomes and Client Confidence Through the Confluence of Human and Digital Advice.” 

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IRI SEEKS COMMON-SENSE CHANGE TO NAIC SUITABILITY IN ANNUITY TRANSACTIONS MODEL

October 1, 2019

WASHINGTON, D.C. -- The Insured Retirement Institute (IRI) issued the following statement from President and CEO Wayne Chopus on the appointment of Ohio Insurance Department Director Jillian Froment to the Federal Advisory Committee on Insurance.

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TRADE GROUPS OFFER CHANGES TO NAIC MODEL REGULATION

October 1, 2019

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) and seven other trade associations today filed comments on a proposed National Association of Insurance Commissioners (NAIC) model regulation saying that they remain “committed to a harmonized best interest standard of care for annuities to benefit consumers seeking guaranteed lifetime income in retirement across all regulatory platforms.”

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