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