Lifeyield and WealthVest Announce Strategic Partnership
BOSTON, MA, September 27, 2010 – LifeYield, LLC, a provider of simple-to-use tax-smart retirement income solutions and Wealthvest Marketing, an innovative distributor of guaranteed products and value-added solutions for independent financial advisors today announced it has formed a strategic partnership. LifeYield's tax-optimal retirement accumulation and income management capabilities are now available to financial advisors as part of WealthVest's unique array of value-added, practice management offerings
"WealthVest and LifeYield are both innovators and keenly focused on serving advisors to help them help their clients get more out of their retirement assets," said Mark Hoffman, CEO and Founder of LifeYield, LLC.
"We've been very thorough in seeking out strategic partners who are thought leaders," said Wade Dokken, CEO of WealthVest. "LifeYield's demonstrated ability to help improve returns and retirement income matches up perfectly with WealthVest's unique array of guaranteed products and value-added services.
About LifeYield, LLC
LifeYield builds software solutions for advisors to help increase investment returns and income distributions. A web-based, unified managed household (UMH) solution, LifeYield ROI™ suggests the most tax efficient sequence to grow and withdraw assets across multiple taxable and tax advantaged accounts while automating time consuming tasks. The company's mission is to provide financial advisors, including trust officers, brokers, and wealth managers, with leading edge household solutions for generating an enhanced and sustainable outcome during the accumulation and retirement phases of an investor's lifetime. For more information, please visit: www.lifeyield.com.
About WealthVest
WealthVest is a pioneering financial services distribution company offering a unique array of guaranteed products, value-added services and experienced sales consultants. We strive to make the best financial advisors even better by helping them achieve greater success for themselves and deliver increase value for their clients. With our deep understanding of the needs of independent financial advisors, WealthVest has:
- Partnered with 13 leading product providers with a wide selection of innovative, guaranteed accumulation and income solutions.
- Assembled the most highly regarded practice management coaches in the industry - including Ron Carson, Tom Hamlin, Peter Montoya, Bill Good and Tom Hopkins. Advisors have access to these industry thought leaders for coaching and practice management through exclusive events such as training sessions and Wealth Tribes Coaching Groups.
- Brought together 44 highly experienced and saavy field sales consultants, located across the country to help advisors understand sales, marketing and product concepts and position solutions for advisors and their clients.
WealthVest's focus on creating a culture for networking, sharing coaching and learning makes us unique and our advisors successful. Our advisors have access to the best carriers, products, resources and services available. For more information about WealthVest, visit their website www.wealthvest.com or call them at 877-595-9325.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"Our studies show top advisors spend 1-3 hours completing a comprehensive cash harvest; advisors observed the LifeYield ROI™ 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