Kevin Defries's Contact Details

Kevin Defries's Company Details

RetireUp

Libertyville, IL, US • 20 - 49 Employees
Financial Services

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.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'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.