RetireUp is very easy to use live with the client in calculating various "what-if" scenarios. We present the RetireUp client results on our conference room monitor using an iPad and Apple TV.
Greg Patterson CFPManaging Principal, Advisors Financial Group
RetireUp is easy to use and most importantly client friendly. RetireUp Support and Coaching is efficient and effective, I found Eric very knowledgeable and patient.
Miguel PalmaCPA, PFS, CGMA, Owner Palma Financial Services, Inc.
I met with one of my more "critical" clients yesterday and he commented how much he liked the program. We're going to do more work together because we were able to easily work through scenarios on the fly and he could easily understood the presentation.
Marc Minor President and CEO of Legacy Investment Services, Inc.
The Why and How of Retirement Income
Simply and effectively explain risks - and your strategies: FIAs, VAs, IUL, VUL and more!
When you use RetireUp patented technology with your clients, it creates a moment for everyone.