RetireUpdate

Simplicity Scottsdale Partners with RetireUp for Retirement Income Planning

May 22 2018 (Scottsdale, AZ) – Simplicity Scottsdale (“Simplicity”), one of the nation's largest annuity and insurance marketing organizations, today announced a partnership with RetireUp to integrate its newest proprietary platform, RetireUp Pro, into Simplicity’s suite of technology solutions.

 The financial advisors working with Simplicity Scottsdale now have access to the industry-leading RetireUp Pro planning platform, which uses client data to stress test and model annuities and insurance products directly within the client’s portfolio in real time, building custom retirement income plans in minutes. During this process, advisors model “what-if” market scenarios using the client’s own data. Complex concepts are displayed as simple numbers and visuals, bringing financial strategies to life and inspiring more meaningful advisor-client conversations. The platform also helps ensure regulatory compliance by providing risk tolerance exercises, capturing and recording client interactions, and automating form production and population.

 "A fully comprehensive retirement planning solution is a key component of our technology stack, and RetireUp was the perfect fit," said Simplicity Principal Dave Vick. “Advisors work with us because they’re interested in taking their business to the next level. RetireUp facilitates that growth by allowing them to make the retirement income planning process streamlined and fully engaging. We’re proud to partner with an industry leader like RetireUp and look forward to introducing the technology to our advisors.”

 "Simplicity is an ideal partner for RetireUp because the firm shares our mission of making the financial planning process collaborative and intuitive for clients,” said RetireUp President and Chief Sales Officer Michael Roth. “These tools will not only help propel advisors’ dialogue with their clients, but will enhance their efficiency, capacity and profitability, as well.”

 For information about RetireUp Pro or to request a demo, visit www.retireup.com. For media inquiries, contact Amy Scuderi at ascuderi@retireup.com.

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About Simplicity Scottsdale

Simplicity Scottsdale is one of the nation's largest financial marketing organizations – providing annuity, life insurance, and retirement solutions to independent insurance professionals, financial advisors and their clients. With headquarters in Scottsdale, AZ, Simplicity Scottsdale is known for its premier services and solutions, as well as leading and operating with the strongest compliant and ethical bearings. For more information about Simplicity Scottsdale, visit scottsdale.simplicitymarketing.com or call 800.201.0224.

About RetireUp  

Based in Libertyville Illinois, RetireUp is a leading provider of integrated retirement income planning solutions designed to strengthen the client-advisor relationship. By presenting complex concepts as easily understood numbers and graphics, RetireUp technology platforms quickly engage clients and transform them into enthusiastic participants in the planning process. With powerful tools, actuarial-level product modeling, data integration and an automated forms system, RetireUp facilitates more meaningful client-advisor conversations and personalized solutions, while streamlining the entire planning process. For more information, go to www.retireup.com. 

 

 

 

 

Topics: Press