Social Security Secrets: What the latest COLA increase means for your clients
The 2021 cost of living adjustment was recently announced by the SSA as 1.3%. But what does this mean for clients? COLA has always seemed...
In the News
New Release: A cornucopia of new client engagement goodies for Fall 2020
We are so excited to announce several new enhancements to the LifeYield platform. Firm-Level Subscription Management Annuity Analysis Lead...
Householding: the strategy shaking up wealth management today
It’s been called many things over the years. Unified managed household. Aggregated accounts. Complete household view… just to name a...
20 financial services leaders to follow on LinkedIn
Growing your network on LinkedIn helps build your brand awareness and form real connections with potential clients. And the best way to...
Social Security Secrets: Breaking Down Survivor Benefits
Survivor Benefits have always seemed pretty straight forward.Calculating the amount that the surviving spouse will receive from the SSA...
The New Trend Shaking up Advisor Tech Platforms
For decades, our industry has been configured to promote transactional business and product sales. And has not focused deeply on processes...