RetireUp Adds Another Top-Selling Carrier to Roster of Product Partners Who are Helping Revolutionize the Way Advisors Educate Clients on Annuities
June 20, 2018 by RetireUp
CHICAGO, June 19, 2018 (GLOBE NEWSWIRE) — Leading retirement planning software provider RetireUp announced today the addition of Fidelity & Guaranty Life Insurance Company’s fixed indexed annuities (FIAs) to their lineup of modeled products available on the company’s end-to-end platform, RetireUp Pro. Financial Insurance Professionals now have access to Performance Pro®, Safe Income Plus®, and FG AccumulatorPlus® 7 and 10 FIAs within the platform. These products complement a broad selection of popular annuity products from major carriers Financial Insurance Professionals can model for clients using RetireUp Pro.
“One of the ways RetireUp Pro helps Financial Insurance Professionals demonstrate their value to clients is by modeling annuities and showing clients, with simple numbers and graphics, how they can effectively offset portfolio income and investment risk,” said RetireUp President and Chief Sales Officer Michael Roth. “This collaboration combining the strength of F&G’s FIAs with RetireUp Pro’s powerful retirement modeling tools expands and reinforces those capabilities and provides our advisors greater options in creating customized financial solutions for clients.”
“RetireUp Pro’s actuarial level modeling capabilities and integrated tools enable clients to visualize and better understand their options and potential outcomes,” said Ron Barrett, F&G’s Vice President of Annuity Distribution and Key Accounts. “Having some of our most popular FIAs included on this dynamic platform educates clients on how our products can provide the right fit in their retirement plan and help them achieve their retirement goals.”
For information about RetireUp Pro or to request a demo, visit www.retireup.com.
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 faster, better solutions, while streamlining the entire planning process. For more information, go to www.retireup.com.
About Fidelity Guaranty & Life
For nearly 60 years, Fidelity & Guaranty Life has been a catalyst to help clients plan for tomorrow. With 700,000 policyholders counting on the protection features of its annuity and life insurance products, the company continually innovates on behalf of its customers. Everything it does is designed to meet the changing needs of policyholders while making sure each one understands the options it offers, has an easy experience, and feels great about helping protect the policyholder’s family and future retirement. For more information, visit home.fglife.com.
“F&G” when used herein refers to Fidelity & Guaranty Life, the marketing name for Fidelity & Guaranty Life Insurance Company issuing insurance in the United States outside of New York. Life insurance and annuities issued by Fidelity & Guaranty Life Insurance Company, Des Moines, IA.
