LifeYield Illustrator™: Differentiate yourself

Better Results = Greater Asset Retention and Consolidation — LifeYield Illustrator lets you show clients and prospects how they can achieve better results by consolidating assets with you. Simply enter details about a client's assets. LifeYield Illustrator uses Monte Carlo simulations to demonstrate the greater returns you can provide with your tax-smart approach, and the further increases you can generate if the client consolidates held-away assets with you. Advisors report they are able to increase asset retention and consolidation significantly by using LifeYield Illustrator.

Clear Graphics Demonstrate the Advantages — LifeYield Illustrator shows the increased asset "cushion" throughout the period being evaluated, as well as the bequest, an investor can enjoy by working with you. This helps alleviate investors' #1 concern, which is running out of money in retirement. You can show the client these results either on screen or by printing out a customized report.

LifeYield's Tax-Smart Software

Helps financial advisors simplify and maximize clients' retirement income.

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