LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020 By LifeYield | August 21, 2020 Social Security Advantage tech adds average of $150K of possible retirement money per client BOSTON – August 19, 2020 – The difference...
LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market By LifeYield | May 6, 2020 New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech BOSTON – May 06,...
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities By LifeYield | March 31, 2020 LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios NASHVILLE, Tenn. and BOSTON – March 31,...
LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing By LifeYield | February 19, 2020 BOSTON — Feb. 18, 2020 — A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value...
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors By LifeYield | January 22, 2020 BOSTON – January 22, 2020 – LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an...
LifeYield Brings Tax-Smart Optimization Tech to Orion By LifeYield | December 18, 2019 LifeYield Brings Tax-Smart Optimization Tech to Orion Advisors can now access LifeYield’s household-level portfolio management tools...
LifeYield Announces Integration with Schwab Advisor Services™ By LifeYield | December 4, 2019 LifeYield Announces Integration with Schwab Advisor Services™ Tech Integration Adds Single Sign-On Capabilities Connecting LifeYield's...
LifeYield Partners with Chalice Financial Network By LifeYield | July 30, 2019 LifeYield’s Suite of Tax-Smart Household Portfolio Management Tools Now Available Through Chalice Financial Network CFN Members Gain Access...
LifeYield Partners with Allianz Life By LifeYield | July 23, 2019 LifeYield Partners with Allianz Life to Offer Financial Professionals Access to LifeYield’s Social Security AdvantageSocial Security...