Social Security+TM

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

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Two-Minute Demo of LifeYield Social Security+

With Social Security+, 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+

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

Get Started with Social Security+

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