ING Selects Lifeyield to Provide ING Advisors with Tax-Smart Retirement Income Software
Boston, MA, February 28, 2011 – LifeYield, LLC today announced that ING Financial Partners, Inc. has selected LifeYield to provide ING advisors with the suite of LifeYield's tax-smart software, which can help an advisor produce up to 33% more retirement income for a client household, according to independent studies by Ernst & Young.
"Of course, baby boomers' needs for retirement services are fast-growing," said Karl Lindberg, President and CEO of ING Financial Partners. "LifeYield helps our advisors deliver premium retirement income services efficiently and so enhances their abilities to gather and retain assets."
"ING Financial Partners is forward-thinking and cares utmost about giving its advisors the tools for success," said Mark Hoffman, LifeYield's CEO and Co-founder. "We couldn't be more pleased that such an outstanding organization has chosen LifeYield to meet its advisors' needs for providing household retirement income services."
LifeYield's software suite includes LifeYield ROI™ and LifeYield Illustrator™. LifeYield ROI suggests the most tax efficient sequence to grow and withdraw assets across multiple taxable and tax-advantaged accounts. LifeYield Illustrator demonstrates the benefits investors can enjoy by consolidating assets with an advisor using LifeYield ROI.
About LifeYield, LLC
LifeYield builds software solutions for advisors to increase investment returns and income distributions. Founded by financial technology industry veterans, the company's mission is to provide financial advisors, including trust officers, brokers and wealth managers, with leading edge solutions for generating an enhanced and sustainable outcome during the accumulation and de-cumulation phases of an investor's lifetime. For more information, please visit: www.lifeyield.com.
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