Two Tech Vendors Create End-to-End, DOL-Compliant Retirement Planning System


RetireUpPro is designed to help firms comply with the Department of Labor’s fiduciary rule.


Read More

RetireUp and RepPro Partner to Launch RetireUpPro


October 3, 2017 (CHICAGO, IL) RetireUp, a retirement planning software for financial advisors,...

Read More

Fiduciary Rule Hurts First Quarter Annuity Sales


Year-over-year U.S. annuity sales were depressed in the first quarter of 2017 by uncertainty over...

Read More

Forbes Selects RetireUp for "Fintech Tools That Can Change The World Of Finance"


Forbes' Finance Council selected RetireUp as one of their top picks for innovative firms changing...

Read More

Roll Over and Play Fair


The LIMRA Secure Retirement Institute's study of participant behavior around rollovers comes at a...

Read More

Consumers want safe income but don’t understand annuities, study shows



Americans wish their financial advisors told them more about retirement income-generating...

Read More

Fee-Based FIAs Are Customer-Friendly. But Will They Sell?


Let’s consider the relatively new phenomenon of no-commission fixed indexed annuities (FIAs). These...

Read More

Indexed annuity sales hurt by fiduciary rule: LIMRA SRI


Despite tailing off in the fourth quarter, total fixed annuity sales hit a record-breaking $117.4...

Read More

Is (or Isn't) Time Running Out for the Fiduciary Rule?


Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last...

Read More

Lincoln Financial adds fee-based options to VAs and FIAs


To make its variable and fixed indexed annuities to fee-based advisors—some of whom may have...

Read More

Income benefits attract older variable annuity buyers: LIMRA


Buyers of variable annuities with guaranteed living benefit (GLB) riders and buyers of VAs without...

Read More

Fitch reviews impact of DOL rule on wealth managers


Wealth managers will see differing costs and benefits from the introduction of the Department of...

Read More

What To Tell Nervous (Older) Clients Now


After the drama of the November election, when equity prices rose and bond prices fell, queasy...

Read More

FIA sales on pace to exceed $60 billion


Fixed indexed annuity (FIA) sales were $15.0 billion in the third quarter of 2016, up 5% from the...

Read More

Annexus Ventures Announces Plan for End-to-End DOL Platform – RetireUpPro


The First DOL Solution to Include Fixed Indexed Annuities

SCOTTSDALE, Ariz., Dec. 05, 2016 –...

Read More

Annexus Ventures Announces First Strategic Investment in RetireUp


Investment Targets Rapid Expansion of Financial Services Technology

SCOTTSDALE, Ariz., 11/08/2016 –...

Read More

Annexus Ventures Closes Strategic Investment in FinTech Firm RepPro


Investment Targets Smart Digital Application Market Leader

SCOTTSDALE, Ariz., 11/14/2016 – Annexus...

Read More RetireUp Creating Compelling Retirement Income Discussions


Financial Advisor Magazine ( recently sat down with Michael Roth, Chief...

Read More

RetireUp Adds American Equity Fixed Index Annuities to the Retirement Income Story


RetireUp announced that information on fixed-indexed annuities (FIAs)...

Read More Benefits of Product-specific Planning


Investment News has a great article on the effective use of planning tools in determining the...

Read More

InvestmentNews: RetireUp drags and drops annuities into retirement income planning


InvestmentNews recently sat down with RetireUp CEO Dan Santner to discuss the future of interactive...

Read More

RetireUp Expands Modeling Capabilities with Addition of Annuity Products from Allianz Life!


Premier retirement income modeling tool generates income strategies using actual products


Read More

Great American annuities within Compare It!


We are working together with Great American Life to combine the power of their products with the...

Read More

February 2016: Beyond the Browser


This month’s release covers a pretty wide range – buckle up!


  • We put RetireUp’s rock-solid...
Read More

QuonWarrene Puts RetireUp in FinTech Spotlight


Catch a replay of the QuonWarrene Showcase “Elegant Retirement Planning Solution” for Financial...

Read More

Advisor Question: Partial Retirement


I have been trying to model a scenario that includes a decreasing amount of salary after a specific...

Read More

Giving Thanks


As the Thanksgiving holiday approaches, we want to express our gratitude.  We value our...

Read More

Case Study - Pension Lump Sum Window Opportunity


Your client has been approached by a past employer offering a limited-time opportunity to receive...

Read More

RetireUp and Riskalyze Integrate!


Looking for a replay of our launch webinar?  Just click below!


Read More

August 2015: What’s Changed in This Update?


The update put into place on August 12, 2015 includes the following changes.  We hope this will...

Read More

Advisor Question: Where is Inflation Heading?


Advisor Question: I’ve imputed a 3% inflation rate prior to retirement, but what are you generally...

Read More

Case Study: Making Cash Work Harder


A recording of a webinar discussing this case can be viewed here.

You’re working with a...

Read More

Custom Client Presentations


This is a one-time set-up activity. After you add a logo, it will be there for all future...

Read More

Client Presentations - Your Time to Shine!


RetireUp's client presentations have always delivered concise, story-based recaps of the dialogue...

Read More

I'm a Non-Practicing Compound Growther


Quick question:

You have $1000 in a brokerage account. You will have a fixed rate of growth for ten...

Read More

RetireUp Financial Planning Questionnaire [with Free Template]


One of our top requests is for a simple way to collect information from prospects and clients prior...

Read More

Personally Identifiable Information (PII) & System Security


One of our customers let us know that his former planning software alerted him to changes they were...

Read More

Case Study: Late-Game Reality Check


You're about to meet with a husband and wife, ages 62 and 64, who are hoping to retire within the...

Read More

RetireUp Approved by Advisor Group!


FSC, Royal Alliance, Woodbury, SagePoint - you're all compliance-approved!

Get to know us in 90...

Read More

Cashing Out: Client Sale of a Small Business


I recently had a conversation with an advisor who was looking to model the sale of his own business...

Read More