Retirement Income Is Getting Hot. That’s Good and Bad.
Suddenly, the topic of retirement income is hotter than ever, but that may not be an entirely good thing for the life insurance...
In the News
LifeYield Launches Income Advantage to Help Investors Create a LifeYield Tax-Smart Retirement Income
Powerful New Tax-Smart Retirement Tool Available to All Current and New Subscribers of LifeYield’s Proposal Advantage Suite® and Taxficient...
Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
To download your copy of Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, please click the link below: 2019-MMI-Modern...
Product Update – April 2019 Release Notes
New Features: Income Advantage allows for an Advisor to request a withdrawal from one or many accounts, and get a tax-smart sell list...
LifeYield Announces Relationship With Mercer Advisors
Mercer Advisors begins utilization of LifeYield’s proprietary technology to support advisors and clients with sophisticated asset-location...
LifeYield Location Swaps Get the “Thumbs Up” from Riskalyze’s Aaron Klein in WealthManagement.com’s Fintech Report Card
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month. US...
Jud Mackrill, Carson CMO & Mineral Co-Founder, Joins LifeYield Advisory Board
Jud Mackrill, Chief Marketing Officer at Carson Group and Mineral Interactive Co-Founder Joins LifeYield Advisory BoardFinTech industry...
InvestmentNews Features LifeYield
LifeYield provides advisers a roadmap to optimize portfolio tax efficiency After determining a client is paying unnecessary taxes,...
LifeYield and Envestnet | Yodlee Partner
LifeYield Announces Partnership with Envestnet | Yodlee Financial firms and advisors can now harness the power of Envestnet | Yodlee...