LifeYield Social Security Advantage®
Help clients make the most of their Social Security income
It's one of the first questions clients ask–"When should I apply for Social Security?"
Unfortunately, nearly half of retirees and pre-retirees underestimate their life expectancy by five years or more.
If they apply for Social Security too early, they’ll forfeit valuable benefits they’ve earned. LifeYield Social Security Advantage helps you offer clients personalized recommendations on when—and how—to file for Social Security benefits.
1. Risks and Process of Retirement Survey, Society of Actuaries, 2015.