RetireUpdate

Fiduciary Rule Hurts First Quarter Annuity Sales

06/8/2017

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"

05/24/2017

Forbes' Finance Council selected RetireUp as one of their top picks for innovative firms changing...

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Roll Over and Play Fair

05/22/2017

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

03/23/2017

 

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

03/9/2017

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

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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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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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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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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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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Custom Client Presentations

02/11/2015

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

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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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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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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