LifeYield to Showcase Taxfcient Score at United Planners Annual Partners Conference May 30 – June 1, 2018
BOSTON – May 9, 2018 – LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire portfolio, announced today its strategic partnership with United Planners Financial Services, a full-service independent broker/dealer and registered investment advisor firm. Through this strategic partnership, LifeYield will make its proprietary Taxficient Score® available to United Planners’ nearly 500 financial advisors nationwide.
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