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.

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 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 LifeYield 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

Key Benefits

The LifeYield Technology Library


In good company

Trusted by advisors and investors

Trusted by advisors and investors

Get started with LifeYield Social Security+ for Enterprise

Book a Demo