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 planning, especially in light of the recent expansion of RetireUp's annuity modeling capabilites with annuity products from Great American Insurance Group and Allianz Life Insurance Co. 

With this tool, advisers will be able to instantly see and illustrate how fixed-indexed annuities from Great American Insurance Group and Allianz Life Insurance Co. would affect a client's retirement income plan and compare them to other retirement investment products and strategies.

You can read the article in whole here:

Interested in new approaches to educate clients onder the benefits of annuities under Fiduciary? Set up time with a RetireUp specialist to learn cutting edge strategies!


Topics: Press