Where We Fit: We maximize a household asset optimization plan by focusing on the "Manage" piece.
The objective of saving and investing is to:
- Maximize asset accumulation
- Draw a comfortable, sustainable income over the retirement years
As Baby Boomers enter retirement, and others save and invest for the future, a variety of different products, programs and platforms are being built to address the fundamental need of optimally managing financial matters over a decades-long retirement.
Most Neglected
The majority of these products, programs and platforms address planning and investing. A third, and most often neglected, element is needed to complete a comprehensive plan. This is the "manage" piece, which takes the plan and product and asset allocation decisions an advisor and client formulate and puts them into action.
"Manage" for Maximized Income
LifeYield ROI™ is the first offering to "manage" this in an efficient and consistent way. It is a product-neutral software solution that consumes any product allocation – from individual equities to ETFs to tax free municipal bonds – and suggests the best possible buy and sell orders throughout accumulation and de-cumulation so a client's plan, i.e. asset growth and retirement income, can be optimized.
LifeYield ROI™
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.