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Franklin Templeton Chooses LifeYield

By LifeYield | September 2, 2014 | News

Boston, September 2, 2014 – LifeYield, LLC today announced an agreement to develop a customized version of LifeYield’s Social Security Optimizer for Franklin Templeton Investments. Franklin Templeton plans to make this tool available to financial advisors later this year.

As Baby Boomers move into retirement, maximizing Social Security benefits has become increasingly important to investors and their advisors. LifeYield’s solution is comprehensive and easy for advisors to use with investors in helping to determine the optimal time to file for Social Security benefits, and it also provides suggested actionable guidance on how make the filing.

“With so many different types of client situations, determining how and when to start receiving Social Security income is a decision that should be made by considering, among other factors, all sources of retirement income a household has, or will have, available,” said Mark Hoffman, LifeYield’s CEO. “LifeYield enables advisors to offer best-of-breed guidance, tailored to each client. We are excited to collaborate wit

“We look forward to working with LifeYield to introduce a customized Social Security tool to assist advisors in effectively incorporating this vital component into their retirement income planning,” said Michael Doshier, vice president of Retirement Marketing for Franklin Templeton Investments. “This new tool will enhance the suite of resources we offer through our Income For What’s Next program, which helps to address the complexities and changing reality of retirement today and provides advisors with practical tools to help their clients develop long-lasting retirement income investment strategies.”

All of LifeYield’s decision support tools have been developed for advisors to be easy-to-use while providing high utility in answering their clients’ foremost questions. The LifeYield Social Security Optimizer is LifeYield’s latest offering and has been met with much enthusiasm in the marketplace, with Franklin Templeton being the latest premier financial firm to adopt its use.


About LifeYield
LifeYield (, creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
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