Proposal Advantage Consolidates Assets
Proposal Advantage was specifically designed to help you consolidate assets. Start by generating a Quick Proposal. It’s simple: get basic information from your client or prospect, generate a Taxficient Score, and then show ways to improve their score by consolidating assets. Once the improved outcomes – in dollars and cents – are shared in the Quick Proposal, your clients will be motivated to provide a more complete picture of all of their assets. Armed with this information, you can now generate a Premium Proposal, which provides specific advice on how to raise their Taxficient Score and improve their financial future.
A Powerful Call-To-Action
Most financial advisors help clients determine an appropriate asset allocation. With LifeYield, you can now also optimize their asset location. Proposal Advantage measures the efficiency of a client’s asset location by using the Taxficient Score. The higher the score, the more tax-efficient a portfolio is. Tax-efficiency is improved by placing assets with high tax rates in tax-advantaged accounts and those with low tax rates in taxable accounts. This minimizes a client’s taxes and maximizes after-tax returns. The more of a client’s assets you manage, the more effective you can be. Proposal Advantage shows how much more comfortable their retirement could be.