A list of words that are forbidden for use in life and annuity advertisements.
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced that Frank O’Connor has joined the association’s staff as Vice President of Research and Outreach. O’Connor most recently was Product Manager, Asset Manager Annuity Solutions at Morningstar, Inc.
“Frank’s commanding knowledge of the annuity marketplace will be instrumental to expanding on IRI’s research and education offerings for members,” IRI President and CEO Cathy Weatherford said. “His vast experience in the insured retirement arena will help IRI to advance its market analysis and industry research, while building upon its education programs designed to provide financial advisors with the latest resources, data and insight on retirement income strategies.”
O’Connor was the Director of Product Development for Finetre Corp.’s VARDS Online, before it was acquired by Morningstar in 2005. O’Connor held various positions at Morningstar after joining the firm following the acquisition, including serving in product management roles for the Variable Annuity Database; Morningstar Annuity Research Center, Annuity Analyzer; and Morningstar’s Licensed Data and Data Redistributor business lines.
O’Connor was an executive benefits consultant from 1997 to 2001. He earned a Master of Business Administration with Finance Concentration from The John H. Sykes College of Business at the University of Tampa and a Bachelor of Arts in International Relations from the University of South Florida.
About the Insured Retirement Institute: The Insured Retirement Institute (IRI) is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more at www.irionline.org.