Comprehensive household portfolio management can be a highly complex and laborious process. When selecting which assets to buy or sell, there are many factors which need to be considered:
Because all this must be considered on an ongoing basis, the management process is even more tedious, especially when an advisor seeks to provide a steady, recurring income stream throughout retirement. LifeYield ROI helps automate this process simply, consistently and efficiently.
LifeYield commissioned Boston Research Group to study what registered representatives think of LifeYield ROI:
"LifeYield ROI seems to be the missing link to clients right now; knowing how to best spend down a client's money while taking into consideration the tax effects."
OneAmerica Securities Advisor