RegEd subject matter experts will present a session on eliminating licensing, appointment, and eligibility friction across the annuity distribution chain
RegEd, a leading provider of compliance and regulatory technology solutions for financial services firms, today announced its participation in the 2026 IRI Annual Conference, taking place April 22–24 at the JW Marriott Tampa. RegEd will be exhibiting at Booth #18, where attendees can learn how the company is helping firms streamline compliance processes and modernize annuity distribution operations.
As annuity distribution becomes increasingly complex, firms are under pressure to improve efficiency while maintaining strict compliance standards. RegEd’s solutions are designed to address these challenges by enabling greater visibility into producer eligibility, automating licensing and appointment workflows, and ensuring that compliance requirements are met before business is submitted.
In addition to its presence on the show floor, RegEd will host a thought leadership session titled “From Onboarding to Application: Eliminating Friction in the Annuity Distribution Chain.” The session will take place on Thursday, April 23 from 4:30–5:30 PM ET in Tampa Bay Salon 8.
Friction across the annuity distribution chain often hides in plain sight – from producer licensing and appointment gaps to training and eligibility issues that surface only after submission. The result is delayed applications, preventable NIGOs, lost revenue, and a diminished experience for both producers and clients.
During the session, RegEd experts will explore how firms are proactively identifying and resolving these challenges earlier in the distribution lifecycle. Topics will include real-time “can-sell” verification prior to submission, automation of distributor-carrier appointment workflows, and reducing training and eligibility-related NIGOs through integrated technology and APIs. The session will also provide a forward-looking perspective on how AI-enabled workflows are expected to transform annuity distribution operations – helping firms move faster while maintaining compliance confidence.
Session speakers will include:
- Michael Pouliot, Executive Vice President, Head of Xchange Sales, RegEd
- Jacob Spitzley, Vice President of Product Management, RegEd
- Brandi Brown, Executive Vice President, Regulatory Affairs, RegEd
“Firms are increasingly recognizing that many of the delays and inefficiencies in annuity distribution stem from upstream compliance and eligibility gaps,” said Michael Pouliot, Executive Vice President, Head of Xchange Sales at RegEd. “By addressing these issues earlier – before submission – organizations can significantly improve speed to business, reduce NIGOs, and create a better experience for both producers and clients.”
Conference attendees are encouraged to visit RegEd at Booth #18 to learn more about how the company is helping firms eliminate friction across the distribution lifecycle and unlock new operational efficiencies.
About RegEd
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent more than 35 of the top 50 insurance companies.
Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.
Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. For more information, please visit www.reged.com.