RetireUp Adds Allianz Index Advantage Variable Annuity to Modeling Capabilities

Chicago, IL, September 15, 2016 (Newswire.com) - ​​​​​​​RetireUp, the game-changing retirement income modeling software that transforms client conversations into “a-ha” moments, announced today that advisors will now be able to illustrate the Allianz Index Advantage Variable Annuity within its current Retirement Income Models. 

"Clients want to see how products could really impact them. With RetireUp demonstrating Allianz fixed-index and variable annuities, advisors will be able to give their clients a complete picture," said RetireUp CEO Dan Santner. "Our software will allow advisors to quickly work through scenarios while forging stronger relationships with their clients."

Advisors can illustrate how the annuity product might be a good fit within their retirement plan using real-life scenarios.

Katie Libbe, vice president of Consumer Marketing and Solutions, Allianz Life Insurance Company of North America

“RetireUp’s modeling tool provides advisors with the capability to provide clients with a visual solution that can help answer questions about the product,” said Katie Libbe, vice president of Consumer Marketing and Solutions, Allianz Life Insurance Company of North America. “Advisors can illustrate how the annuity product might be a good fit within their retirement plan using real-life scenarios.”

Fast, Clear Answers to Crucial Questions  

Though technology has led to automated financial planning with less than desirable results, RetireUp empowers RIAs and registered representatives to forge strong client relationships. The software helps spark key conversations while fostering vital consultation and advice. Launched in 2014, RetireUp’s cutting-edge approach to connecting clients to their retirement income stories has steadily earned the company strong praise, partnerships and recognition within the industry. 

In minutes, financial professionals using RetireUp are able to craft complete, visual presentations of clients’ retirement income strategies utilizing a wide range of financial products. For advisors, RetireUp is an easy but powerful way to illustrate income strategies and critical choices to assist clients with retirement planning. The Retirement Income Story© centers around compelling conversations about retirement income sources (Social Security, variable annuities, fixed index annuities, pensions) and assets, along with potential risks such as inflation or unexpected expenses.

ABOUT RetireUp

RetireUp is the premier retirement planning software tool preferred by leading financial professionals to easily Tell the Retirement Income Story©. With a dynamic user interface and stunning graphics, RetireUp models unlimited what-if scenarios with speed and clarity. The intuitive web-based tool makes it simple for the client to understand retirement distributions from specific financial products, leading to confident decision-making and higher sales from the very first consultation. RetireUp works with enterprises, registered representatives, independent financial advisors, and RIA's, providing unlimited coaching and support for a flat subscription fee. For more information, go to https://www.retireup.com/ or contact Michael Roth, [email protected]. 

Media inquiries:
RetireUp, Inc.
Contact name: Michael Roth
Phone: 847.984.3218 
Email: [email protected]

Source: RetireUp Inc.