LifeYield Helped Advisors Create $2.9B of Potential Retirement Wealth in Q1 2021 By LifeYield | April 20, 2021 BOSTON – April 20, 2021 – In the year since the pandemic’s inception, LifeYield LLC has emerged as a growth catalyst for financial...
LifeYield, Allianz Life Expand Partnership to Help Financial Professionals Increase Retirement Income Potential By LifeYield | February 2, 2021 Access to LifeYield’s Social Security Advantage with Income Layers Helps Identify, Fill Gaps in Achieving Retirement Goals BOSTON –...
LifeYield Helped Advisors Create $11B of Potential Retirement Wealth in 2020 By LifeYield | January 20, 2021 Social Security Advantage® reveals $2.4B in added retirement income in Q4 2020 for personal investors benefiting from LifeYield’s...
LifeYield Upgrades Tools for Advisors and Enterprise Clients to Command Greater Wallet Share and New Business By LifeYield | December 10, 2020 Householding tech leader expands API support for complex accounts alongside improved advisor reporting and annuity analysis BOSTON –...
LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020 By LifeYield | October 29, 2020 Social Security Advantage® reveals nearly $7.7B YTD in added retirement income for personal investors benefiting from LifeYield technology...
LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020 By LifeYield | August 21, 2020 Social Security Advantage tech adds average of $150K of possible retirement money per client BOSTON – August 19, 2020 – The difference...
LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market By LifeYield | May 6, 2020 New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech BOSTON – May 06,...
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities By LifeYield | March 31, 2020 LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios NASHVILLE, Tenn. and BOSTON – March 31,...
LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing By LifeYield | February 19, 2020 BOSTON — Feb. 18, 2020 — A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value...