SEI LifeYield Social Security+TM for Advisors
Discover the optimal filing strategy and layers of income for your client’s unique retirement situation.
More than just a Social Security optimizer
Compare filing strategies
Run multiple scenarios in real-time to show clients and prospects the impact of each strategy.
Visualize your client’s income layers
The Income Layers add-on illustrates how you’ll coordinate the optimal Social Security filing strategy with the rest of your client’s retirement income.
Fill income gaps
Show clients how you’ll coordinate their filing strategy with their detailed spending requirements, including how to fill income gaps in retirement.
Guide clients as they file
Run detailed, easy-to-read reports to share compliantly with clients.
Two-Minute Demo of SEI LifeYield Social Security+
Why SEI LifeYield Social Security+?
Key Benefits
- Quickly and intuitively helps advisors answer investors’ most frequently asked questions.
- Transition from questions about Social Security to the benefits of tax-smart income planning.
- Improve client outcomes by identifying the optimal strategy to maximize Social Security benefits.
- Show clients how to fill retirement income gaps using customized, branded reports.
- Generate leads with a simple tool that can help deepen client relationships, uncover held-away assets and increase referrals.