LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market
New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech BOSTON – May 06,...
In the News
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
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
BOSTON — Feb. 18, 2020 — A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value...
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
BOSTON – January 22, 2020 – LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an...
LifeYield Brings Tax-Smart Optimization Tech to Orion
LifeYield Brings Tax-Smart Optimization Tech to Orion Advisors can now access LifeYield’s household-level portfolio management tools...
LifeYield Announces Integration with Schwab Advisor Services™
LifeYield Announces Integration with Schwab Advisor Services™ Tech Integration Adds Single Sign-On Capabilities Connecting LifeYield's...
LifeYield Partners with Chalice Financial Network
LifeYield’s Suite of Tax-Smart Household Portfolio Management Tools Now Available Through Chalice Financial Network CFN Members Gain Access...
LifeYield Partners with Allianz Life
LifeYield Partners with Allianz Life to Offer Financial Professionals Access to LifeYield’s Social Security AdvantageSocial Security...
Retirement Income Is Getting Hot. That’s Good and Bad.
Suddenly, the topic of retirement income is hotter than ever, but that may not be an entirely good thing for the life insurance...