In this Financial Technology Spotlight, Michael Roth, VP at RetireUp, and Neal Quon explore a modern approach to retirement distribution planning
The most common question clients ask their advisor is “When can I retire?” Advisors must have a tool that can answer this retirement question and other ‘what if’ scenarios.
RetireUp is unique in that it allows you to model your client’s retirement plan right in front of them clearly, interactively and in real time. Your clients will understand their current financial situation and be able to easily see how your suggestions will impact their future. RetireUp is a retirement income planning tool focused on the distribution phase of retirement that allows you to
- Interactively and quickly create a retirement plan with your clients
- Demonstrate ‘what if’ scenarios
- Show solutions to shortfalls in real time
- Model annuities and insurance products
- Increase your AUM
