Where We Fit: LifeYield focuses on the "Manage" piece
LifeYield ROI is not a planning tool and it doesn't make asset allocation or product allocation decisions. As an advisor, you already do that. LifeYield ROI helps you optimize the plan by generating trade suggestions in a tax-smart way so that asset growth and income are maximized. LifeYield Illustrator helps you grow your business by showing clients how you do that better than another advisor not using LifeYield ROI.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"LifeYield ROI™ enhances the retirement income process we practice. It allows our advisors a faster and easier way to generate maximum income from client portfolios and demonstrates to clients how they can achieve more income over time, giving them greater incentive to bring more assets to SunTrust."
Ken Yarbrough, Senior Vice President, Director of Retirement Strategies, SunTrust, Inc.