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Dan Santner Email
Co-Founder, CEO . RetireUp
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Employees:
13Revenue:
$627.9kAbout
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.\r\n\r\nRetireUp 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.\r\n\r\nRetireUp’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. \r\n\r\nFor more information go to www.retireup.com.RetireUp Address
600 US 45Libertyville, IL
United States