SEI LifeYield Social Security+TM Pricing
Monthly
The plan for advisors who want the basics. Includes unlimited cases and reports, but no support or marketing resources other than the self-serve knowledge base.
$35/mo
per seat
Most Popular
Annual
The plan for advisors who want more. Includes white-glove support, the Income Layers add-on, a promotional video, website widgets, unlimited cases and unlimited reports.
Oh, and a ~20% discount.
$350/yr
per seat
Compare our plans
| Features | Monthly | Annual |
|---|---|---|
| Social Security Optimization | ||
| Income Layers | ||
| White-Glove Support | ||
| Promotional Video Use | ||
| Website Lead Gen Widget | ||
| Social Security Filing Checklist | ||
| ~20% Annual Savings | ||
| Unlimited Social Security Cases | ||
| Unlimited Reports |