RetireUp Chosen by Essex Securities

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Advisors Adding Value with The Interactive Retirement Income Planning Tool


We are pleased to be providing the Essex rep force with a simpler way to address clients’ most pressing retirement questions. ~ RetireUp CEO Dan Santner

RetireUp, the innovative cloud-based platform that allows advisors to create and run detailed retirement scenarios in real time, announced that Essex Securities has endorsed the RetireUp solution. Through the alliance with RetireUp, all of their advisors will receive favorable pricing and unique coaching support.

“We are pleased to be providing the Essex rep force with a simpler way to address clients’ most pressing retirement questions,” said RetireUp CEO Dan Santner. “RetireUp provides a robust, simple to use, time saving financial tool that allows the advisor and client to take the complexity of a retirement plan and communicates it in a simple, interactive narrative.”

RetireUp transforms portfolio risk and volatility into the centerpiece of the Retirement Income Story© - compelling discussions around the full picture of retirement income, including Social Security, Variable Annuities, Fixed Index Annuities and Pensions, as well as other assets such as REITs, home equity and small business ownership. With the partnership with Essex, RetireUp is continuing the journey of meeting the retirement needs for financial representatives and broker dealers.

In a market that is seeing increased competition from self-directed robo-advisors, RetireUp is expanding the focus of financial planning, providing advisors with a financial planning tool that helps them bring clarity to clients around the issue of retirement income distribution. This is a distinct competitive advantage in providing clients with essential consultation and guidance.

“At Essex Securities, we are laser-focused on relationships, and doing everything we can to help our advisors build long-lasting relationships with their clients,” said Dan Gomez, president of Essex Securities. “The RetireUp tool enables them to explore retirement scenarios with clients in real time, which helps facilitate conversation, visually reassures them about their retirement income, and deepens the relationships.”


RetireUp’s cloud-based software sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. It is the perfect balance between basic retirement calculators and complicated retirement planning tools.

RetireUp works with enterprises, independent financial advisors and RIAs. For more information go to


Essex Securities, LLC was built by accomplished industry leaders with a vision for a truly independent broker dealer with a strong foundation in extraordinary service. Their business model is simple: offer a top-tier competitive-payout platform to independent registered representatives at a reasonable price so that they can thrive in any market. They are committed to providing representatives with the highest standards in personalized service, delivering the best solutions for the client's individual financial needs. Essex Securities keeps the commitment by offering a boutique experience to a limited number of representatives. This allows them to focus more attention on the details that make the representative’s business unique. For more information visit

Michael Roth                        

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Michael Roth
since: 08/2013
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