LifeYield: A Simple, Tax-Smart Retirement Solution for Advisors and their Clients
LifeYield Retirement Solution includes LifeYield ROI and LifeYield Illustrator, which help advisors:
- Maximize clients' assets and their fee revenue;
- Differentiate themselves by showing clients the advantages and benefits of working with them; and
- Simplify the retirement income generation process and explain every step of the way to their clients.
LifeYield ROI
LifeYield ROI LifeYield ROI helps maximize your assets under management and fee revenue. LifeYield ROI is a tax-smart software solution that suggests the most tax-efficient sequence to grow and withdraw assets across multiple taxable and tax-advantaged accounts. According to Ernst & Young, this can result in up to 33% more after-tax returns, which means more retirement assets for your clients and more AUM and fee revenue for you. You simply tell LifeYield ROI how much money a client needs or is investing and LifeYield ROI suggests the most tax efficient way to achieve the client's objectives, all the while maintaining desired asset allocations. More »
LifeYield Illustrator
LifeYield Illustrator helps you grow your business by providing a simple and effective way for you to show clients and prospects how they benefit by consolidating assets with you. More »
LifeYield Practice Optimizer™
LifeYield helps you gather additional assets, but it also helps increase your existing business. Click here to use LifeYield Practice Optimizer and see the increased fee revenue you can generate from your current assets under management.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"LifeYield ROI™ is the missing link for advisors to optimize client household asset management plans in an efficient and effective way. It's a breakthrough solution."
Len Reinhart, Founder, Lockwood Family of Companies