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


Interested in new approaches to educate clients onder the benefits of annuities under Fiduciary? ...

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Lincoln Financial adds fee-based options to VAs and FIAs


Interested in new approaches to educate clients onder the benefits of annuities under Fiduciary? ...

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Income benefits attract older variable annuity buyers: LIMRA


Interested in new approaches to educate clients onder the benefits of annuity income strategies? ...

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Fitch reviews impact of DOL rule on wealth managers


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

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What To Tell Nervous (Older) Clients Now


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

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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...

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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...

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


Premier retirement income modeling tool generates income strategies using actual products


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Great American annuities within Compare It!


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

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February 2016: Beyond the Browser


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


  • We put RetireUp’s rock-solid...
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QuonWarrene Puts RetireUp in FinTech Spotlight


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

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Advisor Question: Partial Retirement


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

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Giving Thanks


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

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Case Study - Pension Lump Sum Window Opportunity


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

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RetireUp and Riskalyze Integrate!


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


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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...

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Advisor Question: Where is Inflation Heading?


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

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Case Study: Making Cash Work Harder


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

You’re working with a...

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Client Presentations - Your Time to Shine!


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

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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...

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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...

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Personally Identifiable Information (PII) & System Security


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

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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...

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RetireUp Approved by Advisor Group!


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

Get to know us in 90...

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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...

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