LifeYield Announces Strategic Partnership with United Planners Financial Services
LifeYield to Showcase Taxfcient Score at United Planners Annual Partners Conference May 30 - June 1, 2018
BOSTON - May 9, 2018 - LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire portfolio, announced today its strategic partnership with United Planners Financial Services, a full-service independent broker/dealer and registered investment advisor firm. Through this strategic partnership, LifeYield will make its proprietary Taxficient Score™
available to United Planners' nearly 500 financial advisors nationwide.
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About United Planners
United Planners is a full-service independent broker/dealer and registered investment advisor that is uniquely structured as a limited partnership that provides ownership opportunities to its financial advisors. United Planners was established in 1987 andis a nationwide firm that provides independence and flexibility that is supported by a strong back-office. United Planners has strategic relationships with various open-architecture service providers that offer their advisors solutions to efficiently manage and build scalable businesses, while adhering to high fiduciary standards.
For additional information, visit United Planners’ website at https://www.unitedplanners.com/PortalCMS
. Member FINRA, SIPC and a Registered Investment Advisor with the SEC. To request more information, contact Partner Development at 800.966.8737, option 3.
), creator of the Taxficient Score™, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com