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

Scottsdale, AZ and Boston, MA, March 28, 2011 – United Planners Financial Services and LifeYield, LLC today announced that United Planners has selected LifeYield to provide its advisors with LifeYield's tax-smart software, which is designed to help an advisor increase a client's retirement assets.

"LifeYield helps alleviate the #1 concern of Baby Boomers, which is running out of money in retirement," said Billy Oliverio, United Planners' Vice President of Investment Advisory Services. Mr. Oliverio continued, "LifeYield provides our advisors the tools to create compelling visual illustrations to educate the benefits of tax-smart investment management to their clients. Our strategic relationship with LifeYield brings value to our advisors so they can continue to expand their business by gathering and retaining additional assets."

"United Planners cares deeply about its advisors and their clients and looks to provide them with the highest quality tools for success," said Mark Hoffman, LifeYield's CEO and Co-founder. "It's gratifying that a forward thinking and quality organization like United Planners has chosen LifeYield as a partner."

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 United Planners Financial Services

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 and is a nationwide firm providing independence and flexibility that is supported by a strong back-office that is committed to technology, service, marketing, compliance, operations, insurance services and advisory services. United Planners has strategic relationships with various financial planning and open-architecture service providers in the retirement plan marketplace to provide their financial advisors the tools and resources to continue to build their business while adhering to high fiduciary standards. For additional information, visit United Planners' web site at www.joinunitedplanners.com. Member FINRA,SIPC

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.

Neither United Planners nor its financial professionals, nor LifeYield, render legal or tax advice. United Planners and LifeYield are unaffiliated companies.

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