LifeYield Social Security+ for Advisors

LifeYield Social Security+TM for Advisors

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

More than just a Social Security optimizer


compare filing strategies

Compare filing strategies

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

Visualize your client’s income layers

Visualize your client’s income layers

The Income Layers add-on illustrates how you’ll coordinate the optimal Social Security filing strategy with the rest of your client’s retirement income.

Fill income gaps

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

Guide clients as they file

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

Two-Minute Demo of LifeYield Social Security+

Why LifeYield Social Security+?

Total value created in 2020

$11.3 Billion in Social Security benefits identified

76,000 clients and prospects engaged with the tool

$140,000 additional lifetime income per household

Key Benefits

Get started with LifeYield Social Security+ for Advisors

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