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LifeYield Social Security+TM Pricing

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


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.

per seat

Buy now

Most Popular


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.

per seat

Buy now

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

Trusted by advisors and investors at

Trusted by advisors and investors

Trusted by advisors and investors

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