Premier Retirement Income Modeling Tool Generates Income Strategies Using Actual Products
Questar Capital℠ Corporation announced today it is now providing RetireUp’s innovative retirement income planning tool to their 700 registered representatives as part of the tools and technology Questar Capital offers reps to grow their business and improve the service they provide to their clients.
RetireUp is an easy-to use, computer-based modeling system that allows financial professionals to present a more complete visual presentation of their clients’ retirement income strategies using various financial products. Since its launch in 2014, RetireUp has garnered praise because financial professionals are able to illustrate for clients key choices and income strategies for their retirement planning.
“We believe that there is a significant need for retirement income planning tools to help financial professionals better serve people who are contemplating retirement,” said Sherri DuMond, CEO of Questar Capital. “Providing our Questar Capital registered representatives with the RetireUp tool and special training enhances their ability to meet the needs of today’s market.”
Questar Capital, based in Minneapolis, announced the addition of RetireUp at a recent national sales meeting. The company has been recognized as an outstanding organization and in 2014 received the broker/dealer of the year by a leading industry publication, in the category of companies with 500 to 999 registered representatives.
SHIFTS FOCUS TO RETIREMENT INCOME
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 was built to create an interactive experience between the rep and client, while maintaining simplicity, with the end goal of increasing production,” said RetireUp CEO Dan Santner. “Registered representatives are now able to showcase their value, enabling them to project custom portfolios into the full context of the retirement conversation and display them in an easily-understood way.”
Modeling retirement income with the RetireUp tool illustrates the many risks found in retirement – market sequence risk, inflation, healthcare expenses, premature death – and easily demonstrates the potential risks associated with the clients’ own portfolios
In a market that is seeing increased competition from robo-advisors, this integrated solution offers registered representatives and RIAs a way to provide value by providing clients with essential consultation and guidance.
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.
ABOUT QUESTAR CAPITAL
Questar Capital℠, a division of Allianz Life Insurance Company of North America, is a Minneapolis-based national securities broker/dealer registered with FINRA and SIPC. Founded in 1997, Questar Capital serves clients in the financial industry with a full range of products and brokerage services. Questar Capital is not affiliated with RetireUp, Inc.