May 22 2018 (Scottsdale, AZ) – Simplicity Scottsdale (“Simplicity”), one of the nation's largest...
Investment Targets Smart Digital Application Market Leader
SCOTTSDALE, Ariz., 11/14/2016 – Annexus...
08/30/2018
May 22 2018 (Scottsdale, AZ) – Simplicity Scottsdale (“Simplicity”), one of the nation's largest...
05/14/2018
This article was originally posted on Yahoo Finance on May 11th, 2018.
VALIC, an AIG company and a...
This article was originally posted on Yahoo Finance on May 3rd, 2018.
CHICAGO, May 03, 2018 (GLOBE...
This article was originally posted on Think Advisor by Emily Zulz on March 12th, 2018.
RetireUp ...
02/28/2018
This article was originally posted on PR News Wire on February 28th, 2018.
RetireUp, a retirement...
This article was originally posted on Think Advisor on February 12, 2018.
02/15/2018
This article was originally posted on PR News Wire on February 7th, 2018.
People are living longer than ever and many retirees aren't prepared for the increased challenges...
Bill Winterberg, respected personality in the financial planning industry and founder and president...
The retirement software space is seeing increased signs of activity, as advisors seek more...
01/11/2018
This article was originally posted on the Retirement Income Journal on January 11, 2018.
RetireUp,...
01/11/2018
The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.
...
The new year brings new predictions. Almost everyone turns into a prognosticator, guessing how...
01/3/2018
In early December, the Insured Retirement Institute (IRI) announced the third-quarter results for...
This article was originally posted on FinancialAdvisorIQ on October 10, 2017.
Helping preserve a...
Helping retirees manage their finances is fast becoming another niche for digital planners, and a...
This article was...
RetireUpPro is designed to help firms comply with the Department of Labor’s fiduciary rule.
This...
Year-over-year U.S. annuity sales were depressed in the first quarter of 2017 by uncertainty over...
Forbes' Finance Council selected RetireUp as one of their top picks for innovative firms changing...
05/22/2017
The LIMRA Secure Retirement Institute's study of participant behavior around rollovers comes at a...
Americans wish their financial advisors told them more about retirement income-generating...
Let’s consider the relatively new phenomenon of no-commission fixed indexed annuities (FIAs). These...
Despite tailing off in the fourth quarter, total fixed annuity sales hit a record-breaking $117.4...
Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last...
To make its variable and fixed indexed annuities to fee-based advisors—some of whom may have...
Buyers of variable annuities with guaranteed living benefit (GLB) riders and buyers of VAs without...
Wealth managers will see differing costs and benefits from the introduction of the Department of...
12/23/2016
After the drama of the November election, when equity prices rose and bond prices fell, queasy...
12/16/2016
Fixed indexed annuity (FIA) sales were $15.0 billion in the third quarter of 2016, up 5% from the...
SCOTTSDALE, Ariz., Dec. 05, 2016 –...
SCOTTSDALE, Ariz., 11/08/2016 –...
SCOTTSDALE, Ariz., 11/14/2016 – Annexus...
Financial Advisor Magazine (http://www.fa-mag.com) recently sat down with Michael Roth, Chief...
CHICAGO, IL MAY 04, 2016
RetireUp announced that information on fixed-indexed annuities (FIAs)...
Investment News has a great article on the effective use of planning tools in determining the...
InvestmentNews recently sat down with RetireUp CEO Dan Santner to discuss the future of interactive...
02/16/2016
Premier retirement income modeling tool generates income strategies using actual products
CHICAGO...
02/13/2016
We are working together with Great American Life to combine the power of their products with the...
02/13/2016
Catch a replay of the QuonWarrene Showcase “Elegant Retirement Planning Solution” for Financial...
12/22/2015
I have been trying to model a scenario that includes a decreasing amount of salary after a specific...
11/20/2015
As the Thanksgiving holiday approaches, we want to express our gratitude. We value our...
Your client has been approached by a past employer offering a limited-time opportunity to receive...
10/1/2015
https://vimeo.com/142402230
08/11/2015
The update put into place on August 12, 2015 includes the following changes. We hope this will...
Advisor Question: I’ve imputed a 3% inflation rate prior to retirement, but what are you generally...
02/11/2015
A recording of a webinar discussing this case can be viewed here.
You’re working with a...
02/11/2015
This is a one-time set-up activity. After you add a logo, it will be there for all future...
RetireUp's client presentations have always delivered concise, story-based recaps of the dialogue...
01/30/2015
Quick question:
You have $1000 in a brokerage account. You will have a fixed rate of growth for ten...
One of our top requests is for a simple way to collect information from prospects and clients prior...
One of our customers let us know that his former planning software alerted him to changes they were...
11/17/2014
You're about to meet with a husband and wife, ages 62 and 64, who are hoping to retire within the...
11/14/2014
10/14/2014
I recently had a conversation with an advisor who was looking to model the sale of his own business...