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LifeYield Social Security+ for Enterprise

LifeYield Social Security+TM for Enterprise

Identify the optimal filing strategy for each client, then transition to a full retirement income planning conversation with visual Income Layers.

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More than just a Social Security optimizer

Identify the optimal filing strategy

Identify the optimal filing strategy

Run multiple scenarios in real-time to show clients and prospects the impact of different filing strategies and highlight the pros and cons of each one.

Focus on retirement income planning

Focus on retirement income planning

With Income Layers, advisors can show clients how they will coordinate Social Security with the rest of their retirement income streams.

Position retirement products effectively

Position retirement products effectively

Show your expertise by introducing clients to other investment products – like insurance or annuities – when the software identifies income gaps.

Guide clients as they file

Guide clients as they file

Each custom SEI LifeYield Social Security+ report includes detailed instructions for the client’s unique filing scenario that they can bring to their meeting with the SSA.

Out-of-the-box or API

Out-of-the-box or API

Use our enterprise-ready UI or tap into our proprietary Social Security optimization algorithm via API to enhance your client and advisor experience.

Why SEI LifeYield Social Security+?

  • Increase revenue by helping clients identify the right filing strategy, reducing the burden on their other retirement assets.
  • Visualize all revenue streams to see how they contribute to the overall retirement picture.
  • Identify opportunities to fill retirement income gaps with different insurance and investment products.
  • Easily transition from questions about Social Security to a full retirement income planning discussion.

Industry-leading household tax management APIs

Get started with SEI LifeYield Social Security+ for Enterprise

Schedule a Demo

SEI LifeYield info@lifeyield.com
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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.