Solutions for Advisors

The LifeYield Advantage SuiteTM helps you improve a client’s financial health, differentiate your practice, and gain a competitive edge. Demonstrate innovation with tools that help you better serve clients -- whether they are accumulating, drawing income, or deciding when and how to receive Social Security payments, all while avoiding the conflicts of interest concerns addressed by the Department of Labor Fiduciary Standards.

 
LifeYield will build a long-term partnership with your practice, providing exceptional customer service, ongoing counsel, and unwavering support.
Learn how you and your clients can benefit from LifeYield

LifeYield Advantage SuiteTM
Look across all of a client’s holdings and accounts and uncover the tax-smart asset location that maximizes after-tax returns.
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Recommend the most tax-efficient way for your clients to draw income from accumulated assets across multiple accounts and products to minimize taxes and maximize retirement income.
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Provides an intuitive, efficient, and customized way to help clients make the most of their Social Security benefits.
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