Financial Independence Group (FIG) Partners with Retirement Income Planning Platform RetireUp

This article was originally posted on PR News Wire on February 7th, 2018.

Financial Independence Group (FIG), one of nation's largest Finance and Insurance Marketing Organizations (FMO & IMO) which supplies products and services to financial professionals, today announced a partnership with RetireUp to use its proprietary platform RetireUp Pro, an end-to-end retirement income planning solution that elevates the client experience from start to finish, while helping advisors accelerate their business.

As a result of this partnership, FIG advisors now have access to RetireUp Pro's real-time modeling software which simplifies complex data and instantly illustrates a client's most critical income risks – building a personalized income plan in 30 minutes or less. FIG has begun integrating the technology into the many practices within their advisor network.

"There is simply no other tool in existence like RetireUp Pro," said Financial Independence Group Chief Operating Officer, Brian K. Williams. "It gives our advisors an incredibly advanced and comprehensive vantage point of their clients' financial pictures, yet breaks it all down for the end client in a visually compelling and understandable way. We're incredibly excited about the partnership and are eager to watch our advisors elevate their client relationships using RetireUp Pro." 

Through RetireUp Pro, FIG advisors have access to industry-leading retirement income planning capabilities, including:

  • Real-time modeling software that categorizes insurance products, such as annuities, as an asset class within a client's portfolio;
  • Test-driving of various pre-modeled products using the client's own portfolio data and answering their most pressing "what-if" questions;
  • Engaging visuals that transform abstract financial concepts into realistic narratives and approachable data points, enabling clients to feel more engaged and in control of their financial futures;
  • Expedited application systems that remove daunting administrative tasks and give hours of valuable time back to the advisor-client relationship.

FIG is an independently owned and operated service provider for insurance advisors, providing its members with the tools to get in front of prospective and current clients. The organization offers programs to help advisors reinvest back into their business, with an emphasis placed on expanding their capabilities.

"FIG is an incredible partner for RetireUp, first and foremost because they are a high-character, high-integrity organization with a shared mission for making financial planning accessible and engaging for consumers," said RetireUp President and Chief Sales Officer, Michael Roth. "RetireUp was created with the idea that an advisor's offering is so much more than collecting data and putting together one-size-fits-all plans. Clients deserve to feel engaged and empowered in planning for their financial futures, and we believe that RetireUp Pro will help them get there. On behalf of the entire company, we look forward to supporting FIG advisors and their clients."

RetireUp Pro launched in 2017 by technology partners RetireUp, a retirement planning solution for financial advisors and RepPro, a form and application filing platform. It is the first platform on the market to instantly incorporate income product details specific to a client's wealth picture.

For information about RetireUp Pro or to request a demo, visit For media inquiries, contact

About RetireUp

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. RetireUp's web based tool sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. The tool provides a useful balance between basic retirement calculators and complicated retirement planning tools. RetireUp works with enterprises, registered representatives, independent financial advisors and RIAs. For more information go to

About Financial Independence Group       

Financial Independence Group, Inc ® has serviced the independent insurance professional space nationwide for over 40 years. Acting as an intermediary between independent insurance agents and the home offices of insurance companies, FIG's commitment to building long lasting relationships is unyielding. In addition to being a leading product distributer in the insurance industry, FIG's mission is to bring accessible marketing solutions, back office support and networking opportunities to the independent insurance agent.

Topics: Press