Create optimal withdrawal strategies—faster.
Calculating withdrawal strategies by hand is time consuming, especially when trying to provide recommendations more comprehenisve than simple rules of thumb. Income Advantage cuts the work of hours to a few seconds—and delivers a higher level of accuracy and sophistication as well.
Tailor custom solutions for your clients
No two clients are alike. Each brings unique goals, circumstances, income needs, and investment portfolios. With LifeYield Income Advantage, tailor specific variables to every customer—such as age, tax status, and adherence to a target asset allocation—so you can provide truly personalized withdrawal recommendations.