Resources
LifeYield Resources
To learn more about the LifeYield ROI™ methodology and what people are saying about LifeYield, click below:
- Research Paper: "Increased Retirement Income Through Tax Optimization, LifeYield Retirement Optimized Income Solution – LifeYield ROI, a LifeYield, LLC whitepaper with supporting research by Ernst & Young". Click here to obtain a copy.
- Video: LifeYield television segment as it appeared on CNN entitled, The Economic Report. Click here to watch the video.
Industry Resources
LifeYield's principals are active thought leaders in the retirement income solutions marketplace. The following are links to Web sites that offer useful sources of information and perspective on retirement matters.
Boston Research Group
Envestnet
Dover Financial Research
Fuse Research Network
GDC Research
Managed Money Institute
Mast Hill Consulting, Inc.
Practical Perspectives
Retirement Income Industry Association
Tower Group
LifeYield ROI™
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services
News & Events
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Jefferies Selects LifeYield ROI™ for its Full Service Wealth Management Platform
February 1, 2010 | More »
Account Consolidation Leader, Albridge Solutions, Partners with LifeYield, LLC
January 19, 2010 | More »
LifeYield Hires Martin Cowley as Executive Vice President, Product Development
December 14, 2009 | More »