RetireUpdate

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

03/23/2017

 

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

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

03/16/2017

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

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Indexed annuity sales hurt by fiduciary rule: LIMRA SRI

03/9/2017

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

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

02/24/2017

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

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Lincoln Financial adds fee-based options to VAs and FIAs

02/23/2017

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

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Income benefits attract older variable annuity buyers: LIMRA

01/10/2017

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

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Fitch reviews impact of DOL rule on wealth managers

12/30/2016

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

12/23/2016

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

12/16/2016

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

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FA-Mag.com: RetireUp Creating Compelling Retirement Income Discussions

10/12/2016

Financial Advisor Magazine (http://www.fa-mag.com) recently sat down with Michael Roth, Chief...

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

05/4/2016

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

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InvestmentNews.com: Benefits of Product-specific Planning

02/18/2016

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

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InvestmentNews: RetireUp drags and drops annuities into retirement income planning

02/18/2016

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

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

02/16/2016

Premier retirement income modeling tool generates income strategies using actual products

CHICAGO...

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Great American annuities within Compare It!

02/13/2016

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

02/13/2016

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

Security

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

02/2/2016

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

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Advisor Question: Partial Retirement

12/22/2015

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

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Giving Thanks

11/20/2015

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

10/14/2015

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

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RetireUp and Riskalyze Integrate!

10/1/2015

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

https://vimeo.com/142402230

Today...

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August 2015: What’s Changed in This Update?

08/11/2015

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?

03/13/2015

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

02/11/2015

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!

02/5/2015

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

01/30/2015

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]

01/29/2015

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

12/9/2014

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

11/17/2014

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!

11/14/2014

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

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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