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...

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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...

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Roll Over and Play Fair


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

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



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

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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...

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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...

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Income benefits attract older variable annuity buyers: LIMRA


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


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...

Read More RetireUp Creating Compelling Retirement Income Discussions


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

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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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...

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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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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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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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Custom Client Presentations


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

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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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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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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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