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

Premier retirement income modeling tool generates income strategies using actual products


CHICAGO – February 16, 2016 – RetireUp, the innovative web-based platform that allows advisors to create and run detailed retirement scenarios in real time, announced that it is now able to illustrate fixed index annuities (FIAs) from Allianz Life Insurance Company of North America (Allianz Life®), including Allianz 222® and Allianz Core Income 7 , directly within client Retirement Income Models.

“We are working together with Allianz Life to combine the power of Allianz FIAs with the most innovative retirement income modeling tools in the market,” said RetireUp CEO Dan Santner. “RetireUp is always looking for ways to help advisors provide additional value to their clients in the critical area of retirement income distribution planning. Enabling them to create scenarios that include specific annuity solutions is an enormous advantage.”


 RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets. The easy-to use, computer-based modeling system allows financial professionals to present a more complete visual presentation of their clients’ retirement income strategies using a range of financial products. Since its launch in 2014, RetireUp has garnered praise because financial professionals are able to illustrate key choices and income strategies for their clients’ retirement planning.

In a market that is seeing increased competition from robo-advisors, this integrated solution offers registered representatives and RIAs a way to enhance relationships with clients by offering essential consultation and guidance.

“RetireUp’s income modeling tool provides advisors with a dynamic way to help their clients make wise decisions about retirement planning,” said Katie Libbe, Allianz Life vice president of Consumer Marketing and Solutions. “We are excited to have some of our most popular and innovative FIAs included in the software, as it offers a perfect way for clients to see how these products could be the right fit for their retirement plan.”


About RetireUp


RetireUp is the premier retirement planning software tool preferred by leading financial professionals to easily Tell the Retirement Income Story©. With a dynamic user interface and stunning graphics, RetireUp models unlimited what-if scenarios with speed and clarity. The intuitive web-based tool makes it simple for the client to understand retirement distributions from specific financial products, leading to confident decision-making and higher sales from the very first consultation. RetireUp works with enterprises, registered representatives, independent financial advisors, and RIA’s, providing unlimited coaching and support for a flat subscription fee. For more information, go to or contact Michael Roth,





Topics: Announcements Indexed Annuity