LIVE Executive Panel:
Household Asset Location, Our Industry’s Next Big Disruption
Wednesday, October 28 at 1pm ET
Gavin Spitzner
President, Wealth Consulting Partners, LLC- Damon Deru
Founder & CEO, AdvisorPeak - Eric Lordi
Managing Director, Platform Development, Morgan Stanley - Harry Bartle
EVP, Enterprise Sales, LifeYield
Gavin Spitzner
Damon Deru
Eric Lordi
Harry BartleJoin industry titan Gavin Spitzner as he leads this panel of senior executives through a discussion on how they implement at the household level.
Created for:
Enterprises
- Asset location at scale
- Flexible APIs
- White-labeled solutions
- Multi-account rebalancing
Smart-householding in action
LifeYield looks across all accounts and holdings to show advisors how to improve overall tax efficiency, make intelligent withdrawals and maximize Social Security benefits for clients.
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Panel: Household Asset Location, Our Industry’s Next Big Disruption
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Trusted by 90,000+ advisorsOver $1 Trillion in assets on the platform
Measure the tax efficiency of a household portfolio with the Taxficient Score® and pinpoint the tax-smart location for every asset in seconds. Learn more
Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more
Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more
Enterprise Relationships
Advisors win with LifeYield
Whenever we have been in a competitive situation and discuss our methodology of being tax efficient, we have been very successful securing those relationships. We started using LifeYield soon after we made our move to become independent. I can’t even imagine where our practice would be if we had this tool throughout our entire career.
Rick MidaCanopy Wealth Management
LifeYield helps us show our clients why we pay such close attention to taxes when structuring their portfolio. Clients are amazed how big of a difference it can make over the long run. Before LifeYield, it was much harder to estimate the potential tax savings and show those savings in an easy to understand way.
Steven ElwellChief Investment Officer and co-owner of Level Financial Advisors
The Taxficient Score® is an incredibly impressive innovation in wealth management. It takes an extremely complicated and important subject and makes it easy for advisors to discuss with their clients.
Mark CasadyVestigo Ventures
By making it easy and cost effective for advisors to access leading technology solution providers such as LifeYield and the Taxficient Score®, we are able to further support their ability to manage and grow their businesses and provide even greater value in affiliation with LPL.
Andy KalbaughLPL Financial
It’s inconceivable that taxes, the single largest drag to investing have been the elephant in the room for any discussion of investing for so long. LifeYield’s Taxficient Score® will prove to be a disruptor to the industry status quo bringing tax impact to the forefront where it rightfully belongs.
Len ReinhartWealthcare Capital Management
Communicating the value of tax planning has always been a challenge, until I discovered LifeYield. Using The Taxficient Score® with prospects and clients has changed my business.
Using LifeYield, James was able to show the prospect how to improve their 10-year expected return by 1.24% per year and achieve potential tax savings of $275,000 over the next ten years.
James LoftinGER Loftin Wealth Advisors LLC
I recently met with a retired CPA with a $1.1 Million in self-directed investment savings. LifeYield’s technology quantified the benefit of asset location, illustrated a simple score that my team will work to improve. He’s now agreed to be a long-term client.
George RallGER Loftin Wealth Advisors LLC
The Taxficient ScoreTM gives me the ability to view my clients’ portfolios in ways that other tools simply cannot by providing a holistic view of client assets and further equipping me to help them create better financial outcomes.
Robert L. Franner III, AMMS®An LPL Financial Advisor
LifeYield can be a great eye opener because advisors don’t always provide guidance on how to manage for tax-smart asset location.
It’s an effective tool if the prospect has another advisor. LifeYield can be a great eye opener because advisors don’t always provide guidance on how to manage for tax-smart asset location.
Ryan C.CEO Mid-sized Investment Advisor
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