Posted on November 22, 2019

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) and the Operations Managers’ Roundtable (OMR) today announced a formal partnership to drive industry adoption of digital solutions to enhance consumers’ and financial advisors’ experience in the insured retirement marketplace. The two organizations will seek to align industry initiatives and create a synergy that leverages the strengths and skills of each to tackle common goals and challenges.

In a formal partnership document, IRI and OMR stated:

“A partnership between the IRI and OMR organizations is a natural and strategic alliance.   A formal partnership will allow for roles between the groups to be defined and solidified; build relationships; create focus for each group; and alignment between the two groups. Ultimately, the goal is to work together to move the annuity industry forward with improved processes and technology.”

Among opportunities that the partnership will focus in the coming year are replacement automation adoption and licensing and appointment process improvements.

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