LifeYield Social Security Advantage®
Discover the optimal filing strategy and layers of income for your client’s unique retirement situation.
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
Quickly and intuitively helps advisors answer investors’ most frequently asked questions
Transition from questions about Social Security to the benefits of tax-smart income planning
Improve client outcomes by identifying the optimal strategy to maximize Social Security benefits
Show clients how to fill retirement income gaps using customized, branded reports
Generate leads with a simple tool that can help deepen client relationships, uncover held-away assets and increase referrals
The LifeYield Advantage Suite®
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