LifeYield Social Security Advantage®

Discover the optimal filing strategy and layers of income for your client’s unique retirement situation.

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Brief overview of LifeYield Social Security Advantage

With Social Security Advantage, advisors can:

Compare filing strategies

Run multiple scenarios in real-time to show clients and prospects the impact of each strategy.

Fill income gaps

Show clients how you’ll coordinate their filing strategy with their detailed spending requirements, including how to fill income gaps in retirement.

Guide clients as they file

Run detailed, easy-to-read reports to share compliantly with clients.

Why Social Security Advantage?

82k+ using Social Security Advantage

19K+ scenarios processed per month on average

76% of future retirees say they’re likely to switch advisors to maximize Social Security benefits

The LifeYield Advantage Suite®

portfolio advantage

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

income advantage

Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more

social security advantage

Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more

Questions about LifeYield?

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