What We Do: Maximize Income. Save Time. Consolidate Assets

LifeYield ROI™ is a web-based unified managed household (UMH) order generation system for advisors that suggests tax-smart buy and sell decisions.

• Maximize income – by minimizing taxes, maximize accumulation and retirement income
• Save time – generating cash for clients takes seconds versus hours
• Consolidate assets – the more products and accounts LifeYield ROI can factor in a household, the better it can help enhance asset growth and incremental income for the investor. Being able to maximize asset growth and income for clients can translate into more assets for an advisor.

Ernst & Young: LifeYield ROI Generates Up to 20% More Income

Independent tests conducted by Ernst & Young found the LifeYield ROI methodology can generate up to 20% more after-tax income over a 25-year retirement. Ernst & Young created independent simulation models and ran 10,000 scenarios on each of three hypothetical households. The Ernst & Young test results show that the LifeYield ROI tax optimization methodology can create more income for the investor. Click here to obtain a copy of the study entitled: "Increased Retirement Income Through Tax Optimization, LifeYield Retirement Optimized Income Solution – LifeYield ROI, a LifeYield, LLC whitepaper with supporting research by Ernst & Young".

From Hours to Seconds

A recent Boston Research Group study found advisors spend one to three hours conducting a comprehensive cash harvest each time a client requests income from its household portfolio. For LifeYield ROI, this process takes seconds and provides a repeatable, consistent and efficient way for advisors to maximize income for their clients. And because of these efficiencies, Boston Research Group found LifeYield ROI enables advisors to lower account balance minimums so they can serve smaller clients more efficiently and seek to gather more assets from a broader range of clients.

More Client Income = More Asset Retention and Consolidation

Many studies indicate a significant majority of investors consolidate assets with one advisor as retirement nears. Further research suggests investors are looking for a more organized and easier way to manage their financial affairs and ensure a consistent, dependable income in retirement as well as a comprehensive household asset management throughout the accumulation phase. Providing more tax efficient returns throughout the savings period, and more after-tax income in retirement through a simple, consistent process is a compelling value proposition advisors are using to retain, gather and consolidate assets.

LifeYield ROI™

• What We Do
• Where We Fit

• How It Works
• Who We Are

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