RetireUp

Financial ServicesIllinois, United States11-50 Employees

In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential consultation and guidance.

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 www.retireup.com.

Sign up for free to view info

Email Format Employee directory