Answer a Key Retirement Question
Social Security is a cornerstone of retirement for many investors, and filing for benefits at the wrong time can be costly. That is why the first question many clients ask advisors is when and how to file to make the most of their benefits. LifeYield Social Security Advantage helps advisors provide precise and easy-to-understand advice, so clients thinking about retirement can maximize their Social Security benefits.
 
Customized scenarios allow advisors to recommend a personalized strategy for each client.
Offer Customized Recommendations
Every investor is unique, and the best approach for taking Social Security will vary. LifeYield Social Security Advantage offers a variety of scenarios to choose from and variables to input, including age, marital status, life expectancy and other assets they own, to help advisors recommend the optimal strategy for each client. With LifeYield Social Security Advantage, your advisors gain access to sophisticated software that enables them to provide personalized recommendations on when and how to file for benefits, and includes suggestions on how a client can fill income gaps during certain periods of retirement.
Based on the inputs provided, LifeYield Social Security Advantage calculates the optimal timing and strategy for clients to take their Social Security benefits.

Customized reports show clients how much more they can expect to receive by month, annually, and in total with the optimal LifeYield Social Security Advantage strategy.

Advisors Maximize Clients’ Social Security Benefits
MORE BENEFITS OVER TIME
Get a Competitive Edge

LifeYield Social Security Advantage quickly and intuitively lets an advisor provide the best answer to one of the most frequently asked client questions. It also leads to the discovery of held-away assets and promotes the sale of additional appropriate financial products. With LifeYield Social Security Advantage, advisors can help clients realize a significantly greater cumulative total of benefits in retirement.

LifeYield also offers LifeYield Portfolio Advantage to help advisors enhance their clients’ after-tax investment returns and LifeYield Income Advantage for a tax-optimized withdrawal strategy.
LifeYield helps your firm generate leads

We support your firm with valuable lead generation. Investors answer a few simple questions, discover the value of filing the right way, and are directed to your advisors for a detailed plan to get more out of their Social Security benefits.
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Help your advisors stand out in a fast-changing marketplace by helping their clients make more and keep more. Contact Us to learn how.