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.
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.
Compare our plans
|Social Security Optimization
|Promotional Video Use
|Website Lead Gen Widget
|Social Security Filing Checklist
|~20% Annual Savings
|Unlimited Social Security Cases