News & Events

LifeYield Advantage Suite Surpasses 75,000 Advisor and Investor Users

February 06, 2017 | More »

Turning Lemons into Lemonade: DOL Requirements Create Win-Win

October 13, 2016 | More »

LifeYield Announces Enhancements to Social Security Advantage

October 11, 2016 | More »

LifeYield Helps Advisors and Firms Meet New DOL Fiduciary Standards

June 6, 2016 | More »

LifeYield Provides Investors Tax Smart Household Portfolio Management in Quicken 2016 Products

Februrary 1, 2016 | More »

Jefferson National Selects LifeYield to Power New Asset Location Tool for RIAs, Fee-Based Advisors and the Clients They Serve

September 9, 2015 | More »

Study Finds LifeYield a Top Guidance Provider Again

February 2, 2015 | More »

New Social Security Optimizer from Quicken and LifeYield Simplifies Retirement Planning

January 13, 2015 | More »

MoneyGuidePro and LifeYield Integrate

October 14, 2014 | More »

Franklin Templeton Chooses LifeYield

September 2, 2014 | More »

Financial Industry Veteran, J.C. Massar, joins LifeYield Advisory Board

May 19, 2014 | More »

LifeYield Featured in Marketwatch Article

October 7, 2013 | More »

LifeYield Receives Top Rating

September 30, 2013 | More »

LifeYield Mobile™ Available in Web Version

May 20, 2013 | More »

LifeYield Wins Top Honors as Technology Innovator of the Year

May 1, 2013 | More »

Retirement Planning and Delivery: An MMI Perspective

February 4th, 2013 | More »

UMH Offers Clarity, Confidence to Wealthy

October 4, 2012 | More »

LifeYield Receives Top Rating

August 1, 2012 | More »

LifeYield in the news 06-14-2012

June 14, 2012 | More »

LifeYield in the news 05-17-2012

May 17, 2012 | More »

LifeYield in the news 04-15-2012

April 15, 2012 | More »

LifeYield in the news 10-26-2011

October 26, 2011 | More »

LifeYield in the news 09-29-2011

September 29, 2011 | More »

LifeYield Releases the Practice Optimizer

June 1, 2011 | More »

United Planners Financial Services Chooses for its Advisors LifeYield's Tax-Smart Retirement Income Software

March 28, 2011 | More »

ING Selects LifeYield to Provide ING Advisors with Tax-Smart Retirement Income Software

February 28, 2011 | More »

Andrew Gluck of Advisors4Advisors Writes About LifeYield

More »

Cambridge Continues to Build Out Advisor-Based Solution in Retirement Markets

October 26, 2010 | More »

Study: LifeYield ROI™ Methodology Increases Retirement Income by up to 33%

October 18, 2010 | More »

LifeYield Featured on Morningstar.com

June 9, 2010 | More »

LifeYield Forms Advisor Solutions Group to Support Independent Broker Dealer Financial Advisors and Registered Investment Advisors

April 12, 2010 | More »

Jack Sharry and Ken Yarbrough to be Featured Presenters at the Retirement Income Industry Association's 2010 Spring Conference

March 15, 2010 | More »

Account Consolidation Leader, Albridge Solutions, Partners with Transactional UMH Leader, LifeYield, LLC

January 19, 2010 | More »

LifeYield, LLC Hires Martin Cowley as Executive Vice President, Product Development

December 14, 2009 | More »

Financial Advisors are "Positive" about LifeYield ROI™

November 16, 2009 | More »

SunTrust is First to Launch LifeYield ROI™

October 20, 2009 | More »

Ernst & Young Validates LifeYield ROI™ Can Deliver Up To 20% More Retirement Income

September 21, 2009 | More »

LifeYield, LLC Launches New Retirement Income Website

September 15, 2009 | More »

MMI Names Two Industry Originators as 2009 Pioneers

March 11, 2009 | More »

Industry Thought Leader, Len Reinhart, Joins LifeYield, LLC Advisory Board

February 19, 2009 | More »

LifeYield ROI™ Selected by SunTrust for Its Retirement Income Distribution Technology

December 16, 2008 | More »

LifeYield, LLC Hires Jack Sharry as Executive Vice President, Strategic Development

December 11, 2008 | More »

LifeYield, LLC Hires Thomas Prior as Head of Sales

October 5, 2008 | More »

LifeYield, LLC Hires Enis Simsek as Chief Technology Officer

September 29, 2008 | More »

LifeYield, LLC Announces Company Launch

September 7, 2008 | More »

LifeYield's Tax-Smart Software

It's not what you earn, but what you keep

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What People Are Saying

"Our studies show top advisors spend 1-3 hours completing a comprehensive cash harvest; advisors observed the LifeYield tool will do it within seconds and ensures consistency of process and outcome."

Warren Cormier, President, Boston Research Group and Co-Founder, Behavioral Finance Forum

News & Events

View All

LifeYield Advantage Suite Surpasses 75,000 Advisor and Investor Users
February 06, 2017 | More »

Turning Lemons into Lemonade: DOL Requirements Create Win-Win
October 13, 2016 | More »

LifeYield Announces Enhancements to Social Security Advantage
October 11, 2016 | More »